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Todd Pouliot
- Jun 22
- 1 min
"Should I contribute to my Roth 401(k)?"
Should I contribute to my Roth 401(k)? Many clients may have the opportunity to contribute to a designated Roth account in their 401(k) but
120

Todd Pouliot
- Apr 29
- 1 min
What documents do I need to keep on file?
What documents do I need to keep on file? Clients are often confused as to what documents to keep in their files. Records relating to tax
30

Todd Pouliot
- Mar 25
- 2 min
What issues should I consider when starting a new job?
When a client starts a new job, this shift can come with a number of changes that might impact their financial situation, both in positive a
270

Todd Pouliot
- Mar 23
- 1 min
As A Retiree, What Issues Should I Consider When Reviewing My Tax Return?
Reviewing a client’s tax return can always be an informative exercise to ensure we understand all sources of income and tax liabilities
50

Todd Pouliot
- Mar 10
- 1 min
Will My Roth IRA Conversion Be Penalty Free?
Converting a portion of an IRA to a Roth IRA is a complex process that involves many moving parts.
180

Todd Pouliot
- Feb 22
- 1 min
Should I Roll Over My Dormant Traditional 401k
Common IRA and 401(k) features and differences Net Unrealized Appreciation options Age-based distribution options Taxes and penalties in...
120

Todd Pouliot
- Feb 15
- 1 min
What Will Have The Least Tax Impact Harvesting Capital Gains Or Roth Conversions?
Clients often have outsized positions due to appreciation and large pre-tax retirement accounts. They may be looking to reduce risk...
60

Todd Pouliot
- Feb 14
- 1 min
Pay Stub Review
A pay stub is a valuable source of information when building financial models and evaluating cash flow.
130

Todd Pouliot
- Feb 2
- 2 min
What is Tax Planning?
WHAT IS TAX PLANNING?
Tax planning refers to our review of your tax return to identify potential planning opportunities.
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