While Roth IRA distributions are almost always tax-free, there are times when they can be included in taxable income. We've explained the five-year rules that contribute to Roth IRA tax planning.

Current tax rates are at historic lows, which means increases may be on the way. Here are five reasons you should be prepared for higher tax rates and how to reduce their impact on your finances.

While we often recommend converting a traditional IRA to a Roth IRA, there are still many factors to consider. We've outlined some reasons why conversion may not be right for you.

Meet the High Falls Advisors tax team. We're here to help guide you through every step of the tax preparation process.

Tax planning season isn't over. We review strategies that could impact your tax liability for the 2022 season and beyond.

We are proud to offer SafeSend Returns to our clients as our secure, electronic tax return delivery system. Learn more about viewing and completing your tax return package.