Our offices will be closed at noon on Wednesday, December 24th, and will reopen on Monday, December 29th, at 9am.
Learn more2015 Roth Conversion
The deadline for changing your mind on a 2015 Roth conversion is nearing. You have until Oc. 17 to undo the switch and recover the income tax paid on the conversion. This can save you money if the balance in your Roth has fallen since you converted it from a traditional IRA.