Roth IRA


Converting an IRA to a Roth IRA? Know the Pro-Rata Rule

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Funding the tax-free side of the New Three-Legged Stool for retirement can be more difficult   

How To Avoid Being Double Taxed On Your After-Tax IRA Contributions

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The primary goal of income tax planning is to pay the least amount of tax   

When and Why You Should Convert an IRA to a Roth

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The Tax Cuts and Jobs Act of 2017 (TCJA) eliminated the ability to use recharacterization   

This Method Can Lower Taxes for Upper Income Taxpayers

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Taxpayers in the highest tax bracket should take a long-term view of tax planning. This method can help lower long-term tax liabilities.

Want to Make More Money Investing? Try Maximizing Your After-Tax Return

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Ways investors can save money on taxes.

How You’re Saving For Retirement Is More Important Than Ever – Here’s Why.

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The IRS Statistics of Income (SOI) program recently released data on taxpayers who hold IRAs   

9 Retirement Decisions You’ll Want To Make With a Specialist

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These decisions need to be coordinated to have the most benefit.

How To Avoid Paying Taxes Twice on the Same Income

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What’s worse than paying income taxes? Paying taxes on the same income twice. Before putting   

This Is Why You Got a Form 5498 After Filing Your Taxes

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It doesn’t mean you missed something when you filed your taxes.

Roth IRA Conversion: Does It Make Sense For You?

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Each new tax year could provide a great opportunity to convert funds from a traditional IRA to a Roth IRA, but the decision can involve many moving parts and should be evaluated carefully.

12 Tax Law Changes That Could Affect You for 2015

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The 2015 income tax filing season is just getting underway. There were more than 40   

You’ve worked hard to save for retirement. How can you turn your wealth into an income that’s designed to last your lifetime?

Now that retirement is a reality, or will be soon, you probably have questions. Here on our website, you can find generalized advice, but don’t you deserve advice tailored just to you?

Clint Krushinsky is here to help you get answers. Simply call him at 717-560-3800 or 1-888-876-3437. He’ll answer your questions and help you get to know us. If we are a potential fit for each other, Clint can arrange for up to two hours of initial consultation with no cost or obligation and no sales pitch.

2025 Lititz Pike, Lancaster, PA 17601
Phone: 717-560-3800, Toll-Free: 888-876-3437