Roth Conversions Even More Beneficial in 2018

With the Tax Cuts and Jobs Act, passed late in 2017, federal income tax rates are currently at historic lows. These lower rates in effect for tax years 2018 through 2025. In 2026, however, rates will revert to higher rates … Continue reading

Your Retirement Income Framework

You worked hard. You saved and invested. Now you’re at the doorstep of retirement – at least you think you may have enough – and you wonder, “How the heck do I replace this paycheck I’ve been getting every two … Continue reading

2017 Tax Preparation & Form 1099 Mailing

  Letters to True Wealth Design clients regarding their 2017 tax return preparation have been mailed. If you have not yet scheduled your tax appointment and would like to do so, please call us at (330) 777-0688.   1099 Mailings … Continue reading

How Tax Reform Affects You

The Tax Cuts and Jobs Act of 2017 (TCJA) has passed and immediate action before year end 2017 is likely required to save on your taxes. TCJA had most profound impact on business taxes, given the permanence of corporate tax … Continue reading