by jritter | Jun 28, 2022 | Uncategorized
This is a question I am receiving more frequently, and it seems fitting to address it in a blog post. There are also quite a few articles on this topic, but nearly all of them leave out important points and background information. The question is usually posed by a...
by jritter | Mar 8, 2022 | Uncategorized
Cryptocurrency is gaining more widespread acceptance as an alternative form of payment and transfer of assets. The question that invariably arises is how will cryptocurrency be taxed? The tax landscape is most likely subject to change, however, currently, there are...
by jritter | Nov 19, 2021 | Uncategorized
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 | Uncategorized
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 | Uncategorized
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...