Jeffrey joined Lewis & Knopf in 2007 as a manager. In his current role as principal, he assists clients in a wide array of industries, but his main focus is construction businesses and school districts.
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Financial Sense Blog
Beware The Five-Year Rule for Roth IRA Withdrawals
What makes Roth IRAs so appealing? Primarily, it’s the ability to withdraw money from them tax-free. But to enjoy this benefit, there are a few rules you must follow, including the widely misunderstood five-year rule. 3 types of withdrawals To understand the five-year rule, you first need to understand the three types of funds that…
The Tax Consequences of Gig Work
Over the last decade, in particular, the definition of the term “career” has changed. Rather than being employed by a single entity for which you receive a W2 at the end of the year, many are now participating in the “gig economy” in a variety of ways. They’re not just working a day job. They’re…
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