To Convert or Not to Convert

For 2010, the AGI restriction on converting a traditional IRA to a Roth IRA will be lifted. This will allow your wealth to grow tax-free, with no required distributions. For more information on converting a traditional IRA to a Roth IRA and one important caveat to take into consideration when doing so, read this C.P.A. insight

What To Do If You Have Not Received A Form W-2

Although employers are required to furnish your Form W-2 by January 31, 2009, sometimes circumstances prevent this from happening. Nonetheless, you still must file your tax return on time, even if you do not receive your W-2. There are ways in which you can substitute the W-2 form in order to meet the tax filing deadline. For more information about what to do if you haven’t received your Form W-2, read this C.P.A. Insight.