Dear Liz: Do you have any general advice for choosing a tax preparer? My financial advisor has recommended switching my 403(b) contributions over to Roth 403(b) with the same investment plan. I am worried that this could put us at risk for a higher tax bracket currently.
tax pro
Monday’s need-to-know money news
Today’s top story: How to turn a tax refund into a fatter paycheck. Also in the news: 3 money lessons we can learn from ‘Roseanne,’ what to do when your tax pro botches your return, and how to set money goals with your spouse.
How to Turn a Tax Refund Into a Fatter Paycheck
Make sure you’re not giving too much upfront to Uncle Sam.
3 Money Lessons We Can Learn From ‘Roseanne’
You don’t have to keep up with the Joneses’
Did a Tax Pro Botch Your Return? Here’s What to Do
Double and triple check.
How to set money goals with your spouse.
Framing the conversation.