EagleStone Joins Forces with Polan & Hollis, LLC, and Benz Guardia Associates, PC--Welcome All New Clients and Team Members

Eaglestone Alerts

EagleStone is growing!

Rockville, MD (January 12, 2023) EagleStone Tax & Wealth Advisors, Inc. (EagleStone), based in Rockville, MD, has merged in the firms of Polan & Hollis, LLC, of Rockville, MD, and Benz Guardia Associates, PC, of Tysons Corner, VA, effective December 1, 2023....
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Can I convert my traditional IRA to a Roth IRA?

Can I convert my traditional IRA to a Roth IRA?

Anyone can convert a traditional IRA to a Roth IRA in 2021. There are no income limits, or restrictions based on your tax filing status. You generally have to include the amount you convert in your gross income for the year of conversion, but any nondeductible...
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Securities offered through DAI Securities, LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with DAI Securities. Financial planning, investment and wealth management services provided through EagleStone Wealth Advisors, Inc. Tax and accounting services provided through EagleStone Tax & Accounting Services.

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