Diel & Forguson's Financial Leader - a Quarterly Newsletter Welcome to the online version of Diel & Forguson's Financial Leader Newsletter.     Businesses all across the country are trying to cut costs during these challenging times. By providing an alternative to buying expensive new telecommunications equipment, Axis Telesolutions, Inc. is helping them weather the storm. Click here to read how this St. Louis based company has repaired and refurbished its way to success.      Click on the What's Going On tab on the left of the screen to learn about our recent accomplishments. Click on the Track Refund tab to the left to check on the status of your federal or state tax refund. We here at Diel & Forguson Financial Group feel that an informed client is our best customer. We know that there is a lot of invormation on the Internet and it can be tough to determine what is valuable. That is why we have selected the following articles for you to view.

Retaining Tax Information and Records Retaining and storing your income tax information and records is an important final step of your tax filing responsibility. This article contains information on the rules for keeping your tax records.   Traditional to Roth IRA Conversions Four years ago, the Tax Increase Prevention and Reconciliation Act of 2005 (TIPRA) relaxed some restrictive rules preventing many taxpayers from converting a traditional IRA to a Roth IRA, but this favorable change was not effective until 2010.   Working May Decrease Your Social Security Benefits Many taxpayers currently underemployed due to recent economic conditions may consider applying for social security retirement benefits earlier than they previously planned to supplement their income. But, continuing to work while receiving those benefits may cause their benefits to be reduced below the anticipated amount.