529 college saving plans can be confusing. The Certified Financial Planners at Menninger & Associates will help you understand the benefits and how to set up a PA 529 plan. Learn about 529 Plan in Pennsylvania as a “pass-through” to get a state tax deduction.
Learn how to reduce the capital gains on selling your vacation home by Menninger & Associates. First, you can establish your vacation home as your primary residence. Read more to find out the next steps!
A taxpayer cannot take a tax loss on the sale of their primary residence, but they can take a loss on the sale of a rental property. Read more!
Does your income exclude you from contributing to a Roth IRA? There is a loophole. Since 2010, you can contribute to an IRA and convert it into a Roth IRA without regardless of your income. Read more!
