Taxes

Blog posts by Rodgers & Associates on tax policy, tax law, tax planning, the IRS, and related topics.


Are Gifts to Children Tax-Deductible?

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There is a way to receive a partial deduction for money that will eventually go to your children.

The Pros and Cons of Retiring in Pennsylvania

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It’s a great place to retire, but can be an expensive place to have an estate.

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.

Are Roth Conversions Right for People Over 70-½?

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Roth IRAs are not subject to RMD rules.

Should You Name Your Estate as Your IRA Beneficiary?

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Why naming your Estate as your IRA Beneficiary may not be a good choice.

How Does the GOP Tax Reform Proposal Compare to President Trump’s?

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Should you continue to defer income in 2017 or will it be better, in the   

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

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Ways investors can save money on taxes.

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.

Are Investment Management Fees Tax Deductible? It Depends.

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The answer ultimately depends on how the management fees are being paid.

What Is IRS Form 5498?

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…. keep these forms to save on taxes in the future

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.

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