Moreover, "electronic returns are not susceptible to having pages getting separated or lost entirely as compared to a paper return," says Rob Burnette, investment advisor representative and professional tax preparer at Outlook Financial Center.
Ideally, employees “should have a strategy in advance for how they are going to use bonuses,” said Rob Burnette, a financial advisor in Troy, Ohio.
Rob Burnette of Outlook Financial Center discusses financial resolutions for 2024.
You might also consider converting a traditional IRA to a Roth IRA before 2025, adds Rob Burnette, investment advisor representative at Outlook Financial Center.
Rob Burnette of Outlook Financial Center discusses getting your finances in order in 2024 on WHIO-TV.
“We use this rule every day,” says Rob Burnette, a CEO and investment advisor representative with Outlook Financial Center.