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tax

The Cheese Tax

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Happy Tax Day!  While taxes may not be the most exciting topic, there are some interesting and fun tax facts that you may not know about: The first income tax in the US was introduced in 1861 to help pay for the Civil War. The tax was 3% of income over $800, and it was […]

Tax Now or Tax Later?

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There is a lot of buzz on the streets about Roth IRAs / 401ks and whether that is the right investment vehicle.  Well maybe not a LOT of “buzz”, but certainly enough to warrant some questions from our clients over the years.  So is a Roth IRA or Roth 401k / 403b always the best […]