Special Note: Just a reminder that we offer tax preparation through our tax team at Summit Tax Services/Heemer Klein. If you’d be interested in a quote, as we’re very competitive, please give us a call at 586-459-5340. Our goal is to make tax time easier on you. ...
NOTE ABOUT IRA TO ROTH IRA CONVERSIONS: Each year, we recommend that our clients consider converting money from an IRA to a Roth IRA. Because of our national debt, we believe that taxes will need to be raised in the future, and tax brackets will correspondingly be...
NOTE ABOUT IRA TO ROTH IRA CONVERSIONS: Each year, we recommend that our clients consider converting money from an IRA to a Roth IRA. Because of our national debt, we believe that taxes will need to be raised in the future, and tax brackets will correspondingly be...
SPECIAL NOTE ABOUT TD AMERITRADE STATEMENTS AND CONFIRMATIONS: If you recently started receiving additional mail from TD Ameritrade, it may be because you haven’t logged into your online account and confirmed your mailing preferences since TD Ameritrade and...
SPECIAL NOTE ABOUT TD AMERITRADE STATEMENTS AND CONFIRMATIONS: If you recently started receiving additional mail from TD Ameritrade, it may be because you haven’t logged into your online account and confirmed your mailing preferences since TD Ameritrade and...
