Iron Mountain Blog
The Elimination of ROTH IRA Recharacterizations
The Elimination of ROTH IRA Recharacterizations Article written by Brian Bickett The Tax Cuts and Jobs Act of 2017 eliminated the option to reverse (or recharacterize) ROTH IRA conversions. This doesn’t mean that ROTH IRA conversions are dead. The...
Summary of the 2018 Social Security Trustees’ Report
Summary of the 2018 Social Security Trustees' Report Article written by Brian Bickett Every year in June, the Trustees for Social Security release their annual report for the previous year. The 260 page report goes into great detail about the current...
Gift Taxes – Who pays on gifts above $14,000?
Gift taxes is a subject that I get questions about on a fairly regular basis and the question itself implies some inaccurate information or misunderstanding around gift taxes. It is generally posed by a parent trying to financially help one or more children or...
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