Tax, Accounting & Financial Planning Services
The decisions you make today affect what happens to your financial future. At Thielen & Associates, Inc., our team of tax, accounting and financial planning professionals are passionate about helping businesses, as well as high-net worth individuals and families, create wealth and protect it by minimizing future risks. We combine tax planning and wealth management strategies to optimize our clients’ financial success.
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Many financial planners are recommending Roth IRA conversions these days. That’s when you take a taxable distribution from your traditional IRA and change it to a Roth IRA. But should you?
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Once you've filed your tax return, what should you do with all the forms, receipts, canceled checks and other records scattered across your desk? Do you need to keep them, or can you shred them now?