Posted on October 24, 2016
Debbie was quoted in this article entitled “6 Ways to Prepare for Retirement” by Guideposts.com.
Posted on September 19, 2016
Dear Debbie, Q. I participate in a 401(k) plan with my employer but I am also self-employed. Can I contribute to an IRA plan while I am contributing to my 401(k)?
Posted on August 10, 2016
Franklin Lakes — Debra Taylor of Taylor Financial Group was again honored with the Women’s Choice Award for Financial Advisors and Firms and was featured in USA Today, spotlighting her commitment to her female and couple clients.
Posted on August 10, 2016
Debra Taylor, CPA/PFS, JD, CDFA, an independent financial advisor affiliated with LPL Financial at Taylor Financial Group in Franklin Lakes, has once again been recognized as a top advisor and admitted into the LPL Chairman’s Club.
Posted on August 10, 2016
Q. Dear Debbie, I converted my Roth IRA to a Traditional IRA in 2015 and the value has now fallen. Is there any way for me to avoid paying taxes on the conversion?
Posted on August 10, 2016
Franklin Lakes — Debra Taylor of Taylor Financial Group, an independent wealth management firm, attended LPL Financial’s Private Wealth Symposium at St. Regis Monarch Beach in Dana Point, Calif., from May 2-4.