Just wanted to let you know that I am going to be at Scaling New Heights May 22-26th. When I get back I should be certified on Method software (www.methodintegration.com) and should have all sorts of new document and data management options for QuickBooks available! Not to mention getting to climb Stone Mountain as a part of the conference (Scaling New Heights – literally).
How To Avoid the 10-Year Tax Trap With an Inherited IRA
Inheriting an IRA might feel like a financial win, but the rules today are different than they were just a few years ago. If you’re not up to date, an unexpected tax bill could catch you off guard. Here’s what changed, and how to plan around it. Changes Made by the...