Should I Convert My IRA to a Roth?
Roth Conversions could save you, or cost you, tens of thousands in extra taxes. Should I convert my IRA to a Roth?
Reducing Taxes in Retirement
Reducing Taxes in Retirement Keep More of Your Money and Leave the IRS Weeping Reducing Taxes in Retirement Taxes are the largest expense most people will pay. If you do nothing, you may end up paying tens or even hundreds of thousands of dollars in extra taxes in retirement. In this workshop you will learn:…
Bear Markets Aren’t Bad
The media is howling that the current financial bear market is a crisis. 📉 Is it? Or is it an opportunity of a lifetime?
Why do I Need Tax Planning?
There is a difference between tax preparation and tax planning. Tax preparation asks, “How can we save the most taxes last year?” Tax planning asks, “How can we save the most taxes over a lifetime?”
To Roth or Not to Roth
“Two things in life are guaranteed: Death and Taxes. At least we can control the timing on one of them.” Knowing and acting on the difference between traditional and Roth retirement accounts could save you, or cost you, ten of thousands of dollars. Tune In! This article is educational only and is not intended to…
Life-Time Capital Gains
“What cannot be achieved in one lifetime will happen when one lifetime is joined to another.” ~Harold S. Kushner Discard Short-Term Thinking. Embrace Long-Term Thinking. Evolve to Life-Time Thinking. Tune In! This article is educational only and is not intended to be investment, legal, or tax advice or recommendations, whether direct or incidental. Again, this…
Financial Planning | HSA | Investing | Taxes
Health Super Accounts
Health Super Accounts, technically known as Health Savings Accounts, are the best account to fund. Learn about these amazing accounts as we enter into Open Enrollment for many people.
Creating a Financial Plan 4 – Tax Planning
Be sure to tip your servers, not the IRS. Tax Planning is less about saving taxes this year than saving taxes over your LIFETIME.
