top of page
The lastest news and advice for your business + personal financial needs.
Search
ConnollySteele
Dec 1, 20223 min read
Strategies for investors to cut taxes as year-end approaches
The overall stock market has been down during 2022 but there have been some bright spots. As year-end approaches, consider making some...
ConnollySteele
Oct 12, 20222 min read
Tax and other financial consequences of tax-free bonds
If you’re interested in investing in tax-free municipal bonds, you may wonder if they’re really free of taxes. While the investment...
ConnollySteele
May 31, 20222 min read
Is it a good time for a Roth conversion?
The downturn in the stock market may have caused the value of your retirement account to decrease. But if you have a traditional IRA,...
ConnollySteele
May 18, 20222 min read
IRA charitable donations: An alternative to taxable required distributions
Are you a charitably minded individual who is also taking distributions from a traditional IRA? You may want to consider the tax...
ConnollySteele
Apr 6, 20223 min read
Selling mutual fund shares: What are the tax implications?
If you’re an investor in mutual funds or you’re interested in putting some money into them, you’re not alone. According to the Investment...
bottom of page