(609) 927-9305 info@traceycpas.com

Blog

Tracey and Tracey’s Blog Articles

Tax Benefits of an IRA Conversion

An IRA conversion refers to shifting all or part of your current Traditional IRA account balance into a Roth IRA. In doing so, taxes are incurred on the transferred funds; however, they grow tax-free into retirement. Tax Free...

read more
Elimination of the Federal Health Insurance Penalty

Elimination of the Federal Health Insurance Penalty

The Tax Cuts and Jobs Act has eliminated the federal shared responding health insurance penalty for tax year 2019. The penalty was previously imposed on individuals and families who did not maintain health insurance coverage for all twelve months of the tax year....

read more

Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC.

Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. 

Tracey Wealth Management is not affiliated with Kestra IS or Kestra AS.

© Tracey and Tracey Certified Public Accountants, LLC

Neither Kestra IS nor Kestra AS provide legal or tax advice and are not Certified Public Accounting firms.

All Rights Reserved.

Tracey & Tracey Certified Public Accountants, LLC

327 Central Ave #101, Linwood, NJ 08221, USA

 

This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872.

Kestra Is, Kestra AS, and their affiliates do not approve, endorse, nor are affiliated with any sites mentioned or any of the material contained therein.