Pay Me Now or Pay Me Later | Financial Perspectives (In a Minute)
While this year has had its share of negative financial news, there might be one opportunity to pay some taxes now in order to save some money on taxes later. This week, Kent Kramer walks us through Roth IRA conversions.
Preparing Your Own Tax Return: Is It Worth It?
Guest Blogger Eric Wahlstrom, CPA. With easy access to online or off-the-shelf software, preparing your own tax return is often appealing as an affordable, logical option.
Raising Kids, Lowering Taxes
Raising kids costs money. But what if I told you that raising kids also lowers taxes? Here are a few areas of tax relief available to parents.
SECURE Act Signed Into Law. How Will This Impact Your Plan?
In December 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement (SECURE) Act into law. Will it affect you?
Tax Planning Strategies For 2019: How Can You Act Now?
The Four Uses of Money
Did you know that there are just four uses of money? They are Owe, Grow, Give, and Live.
The Gift of Financial Success
Time is the greatest money-making asset you can possess. The earlier you start investing, the easier it is to ensure a lifetime of financial success. Parents and grandparents, there may be an opportunity to give the gift of financial success to your young adult family members while also enjoying estate and tax planning benefits for yourselves.
The Four Uses of Money
Did you know that there are just four uses of money? They are Owe, Grow, Give, and Live.
The Gift of Financial Success
Time is the greatest money-making asset you can possess. The earlier you start investing, the easier it is to ensure a lifetime of financial success. Parents and grandparents, there may be an opportunity to give the gift of financial success to your young adult family members while also enjoying estate and tax planning benefits for yourselves.
The Invisible Tax
One of the things married couples often do not consider in their planning is what I like to call the “Invisible Tax.”
The IRS Punted on 2023
The IRS is allowing some people to skip their Required Minimum Distributions (RMDs) from inherited IRAs. If you inherited an IRA in 2020 or later, you may not need to make a distribution this year. Read for some background.
The Three To-Do’s in the Fourth Quarter
The beginning of the fourth quarter is a great time to check-in on your finances and make sure you consider planning opportunities before the end of the calendar year. Read this blog to see my top three priorities when it comes to fourth quarter planning.
Tips to Help Keep You on Track for Your Financial Goals
Personal financial planning is critical to help ensure that, in both good times and bad, emotions do not lead to irrational money management decisions and costly mistakes.
Vaccine for Physician Pocketbooks
Webinar: Creating Your Paycheck in Retirement
Joe Bantz and Jason Brown discuss strategies for tapping into your portfolio during retirement.
Webinar: Navigating The Proposed Tax Changes
What Can You Do Before the 2021 Tax Deadline?
What Can You Do Before the 2021 Tax Deadline?
As you wait for those semi-warm days of spring, there are a few things you can do between now and April 15th connected to your 2020 tax return.