October 15 is an important date in the tax planning world.
Taxpayers who have implemented certain Roth IRA strategies for tax planning purposes should be evaluating the effectiveness of these strategies in context of the upcoming October 15 deadline. The increase in financial market volatility also increases the importance of this evaluation.
The Payne Wealth Partners wealth planning division includes this analysis as a standard part of our planning process. Click here to visit IRS FAQ’s for more specifics.
Posted: October 10, 2013
Authored by: Terry Prather, CFP®, ChFC®
Direct Phone: 812-602-6307
The information in this material is only as current as the date indicted, and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which are subject to change and which Payne Wealth Partners, Inc. does not undertake to update. While all information prepared in this document is believed to be accurate, any statements of opinion constitute only current opinions of Payne Wealth Partners, Inc., which are subject to change and which Payne Wealth Partners, Inc. does not undertake to update. Accordingly, you should not put undue reliance on these statements.