STEVEN S. WORTMAN, CPA
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Tax Articles

If you'd like some interesting tax reading, click on one of the articles below. Need information on another topic? Call or send me an email and I'll get you what you need!

 
Borrowing from Your 401(k) Plan
Individuals who participate in a 401(k) plan sometimes borrow from their plan.
 
Traditional to Roth IRA Conversions
Four years ago, the Tax Increase Prevention and Reconciliation Act of 2005 (TIPRA) relaxed some restrictive rules preventing many taxpayers from converting a traditional IRA to a Roth IRA, but this favorable change was not effective until 2010.
 
Year-end Tax Planning
There is still time to lower your 2010 tax bill, contribute to your tax-advantaged retirement accounts, and do some tax planning for next year.