Roth IRA Conversions With the lure of tax-free distributions, Roth IRAs are popular retirement savings vehicles. One way to fund a Roth IRA is to convert some or all of your IRA or retirement plan money to a Roth IRA. Roth IRAs — background There are three ways to fund a Roth IRA — you can … [Read more...]
Windward Tax Bulletin: Converting IRAs to Roth IRAs
Windward Community: Linden Square
Looking for some free summer fun in the Kansas City area? Located in the heart of Gladstone, Missouri, just 10 minutes outside of downtown Kansas City is Linden Square. It’s an outdoor event space that comes alive with local art, movies, music, food, and more. Almost weekly, there is something … [Read more...]
Windward Passages: Understanding Indexes
What is an index? An index is a group of securities reflecting a securities market or a particular segment of a securities market. It is used to measure and report the fluctuations of the market or market corner it represents. As you might guess, stock indexes track the stock market, and bond … [Read more...]
Windward Tax Bulletin: Qualifying for the Home Office Deduction
Working from home can certainly provide you with personal benefits, such as a flexible schedule and more family time. But increasing numbers of people are discovering the tax advantages as well. It's no secret that you generally can't deduct certain personal expenses (e.g., homeowners insurance, … [Read more...]
Windward Community: Liberty, Missouri
Why You Should Visit Liberty, Missouri Liberty, MO, a suburb northeast of Kansas City, has a surprisingly rich history. Settlers arrived in the area in 1819 and the town was incorporated in 1829. It is the one of the oldest towns west of the Mississippi River. Located on the Missouri River, … [Read more...]