If you own a traditional IRA, perhaps you have thought about converting it to a Roth IRA. Going Roth makes sense for some traditional IRA owners, but not all.
Every year, taxpayers leave money on the table. They don’t mean to, but as a result of oversight, they miss some great chances for federal income tax deductions.
While the IRS has occasionally fixed taxpayer mistakes in the past for taxpayer benefit, you can’t count on such benevolence. As a reminder, here are some potential tax breaks that often go unnoticed – and this is by no means the whole list.
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Fax: 952-406-8316
Email: greg@fergusonfinancialinc.com
5100 Eden Avenue, Ste. 311 , Edina, MN 55436
We created Ferguson Financial, Inc. to work as your personal financial advisor offering you a wide range of wealth management solutions including financial planning, estate planning, investment management, risk management and investment planning. We proudly serve clients from Minneapolis & St Paul, Minnesota, as well as the surrounding communities.
Previous Awards were received for
2006, 2007, 2008, 2010, 2011, 2012, 2014, 2015, and 2016
If a company has the Super Service Award logo on their company record, then they have won the Angie's List Super Service Award® for the year indicated. Each year Angie's List awards this honor to companies that have given outstanding service according to the members for the previous year. The most recent award given is for 2017. In 2017, the criteria for the award included receiving a minimum number of reviews from our members, maintaining an A average on both the reviews for 2017 as well as on their overall reviews and not being in poor standing with the Better Business Bureau. Less than 5% of the companies on Angie's List received the award in 2017. Please keep in mind that the award is based on the company's previous service and you should always check Angie's List before hiring because a company's rating can change.
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