The Cautious Investor

The trusted Advisors of our Warren Office contribute a monthly article, The Cautious Investor, to The Youngstown Business Journal.

Idea for that Last Minute Tax Deduction

April 1, 2016 | 0 Comments

One frequently overlooked tax benefit is the “spousal IRA.” Generally, IRA contributions are only allowed for taxpayers who have compensation (the term “compensation” includes: wages, tips, bonuses, professional fees, commissions, alimony received, and net income from self-employment). Spousal IRAs are the exception to that rule and allow a non-working or low-earning spouse to contribute to…

Read More

Redirection Notice

You have clicked a link that will redirect you to 3rd party website.

You will be redirected to

Click the link above to continue or CANCEL

FINRA Broker Check