I’m a bit late on this one, in the midst of finishing up client taxes and other life busyness. This year I substantially increased the return preparations my company did, and through this process I have a much broader sense of what investors—including high net worth investors—need to be doing to manage the stress associated […]
It is very true that taxes are the largest arbiter of wealth. Much of my career is spent planning for taxes. The foundation of all financial planning is planning for taxes now and later, and evaluating what decisions now are worth doing for tax savings immediately or in the future. During tax season, I prepare
The Magic Tax Strategy Does Not Exist Read More »
This year, one major focus I will be discussing with my clients is building Roth money. Roth money is the key to reducing or even eliminating the largest expense most of you will have in retirement—taxes. Quick refresher on Roth money. This is money you contribute to retirement AFTER you pay taxes on it. Compare
Prepay Your Retirement Taxes (And Start a Walking Club…) Read More »
Ron Guth, professional numismatist and I discuss inflation and the use of gold and/or silver in your portfolio. nflation continues to be a huge concern in the United States. An invisible and insidious tax, it threatens the sustainability of your best-laid retirement plans. In previous decades, we projected a low-level inflation of about 2.5% humming
Combating the Biggest Threat to Your Financial Plan: Inflation Read More »
What you should know about 529 plans and if you should be using one to save for college today!
Are 529's Really The BEST Way To Save For College? Read More »
Understand just how much of your Social Security is subject to taxation!
Social Security Benefits Are DOUBLE Taxed!? Read More »
3 Reasons You Should Anticipate Higher Taxes in Retirement
Why Taxes Will Go Up Before You Retire Read More »
What you need to know before you consider a Roth conversion.
Roth Conversion Guide Read More »
