Cornerstone Financial Advisory

JANUARY 8, 2024

Math errors: Simple addition and subtraction mistakes can delay your return. Consider using electronic filing software that does the math automatically to avoid mistakes. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.

Marketing 84

Marketing Marketing Taxes Economics 84

Brown Advisory

AUGUST 1, 2019

In such a case, one could reverse the taxes that one had paid based on a much higher account valuation, and re-establish the account as a traditional IRA once again. Moving to a different state, with potentially very different tax treatment for retirement assets, may change the math governing how the decision plays out over time.

Planning 52

Planning Distribution Taxes Accounting 52

Brown Advisory

AUGUST 1, 2019

In such a case, one could reverse the taxes that one had paid based on a much higher account valuation, and re-establish the account as a traditional IRA once again. Moving to a different state, with potentially very different tax treatment for retirement assets, may change the math governing how the decision plays out over time.

Planning 52

Planning Distribution Taxes Accounting 52