by jritter | Nov 19, 2021 | IRAs and Retirement, Tax Center
A client came recently with a TIAA 403(b) and traditional IRA seeking help correcting a TIAA RMD rollover mistake. For a number of years, the client had been able to roll taxable distributions from TIAA into the IRA. Each distribution contained both an RMD which the...
by jritter | Aug 27, 2021 | Personal Finance, Tax Center
R. Joseph Ritter Jr. CFP® EA discusses the ongoing saga of a premium tax credit case which involved mistakes by the Marketplace. #premiumtaxcredits #AffordableCareAct #marketplace...
by jritter | Aug 27, 2021 | Business Tax, S Corporations, Tax Center
R. Joseph Ritter Jr. CFP® EA reviews the 2020 tax season after working with micro and small business startups. In this short coaching video, he discusses some basic tips for making your business venture profitable. #smallbusiness #microbusiness #businessstartup...
