At or Near Retirement? Time to Say Bucket!
Retirees view risks differently, but the greatest risk is behavioral. Let’s discuss a sustainable and tax-efficient approach to retirement distribution strategies.
Secure Act 2: Electric Boogaloo?
Sequels aren’t always a good thing, yet Congress has brought Secure Act 2 - reviewing the good, bad, and breakin’ star.
When Markets Give You Lemons, Make Roth Conversion
A year-end strategy to consider for turning lemons into lemonade is Roth Conversion.
Yes, Backdoor Roth and Roth Conversions Are Still Open to All.
The news of Congress limiting Roth IRA conversions and eliminating Backdoor Roth? Never mind (for now).
September is the Best Tax Planning Month. Yes, really.
Reconcile tax planning strategies for the current year while positioning for the year ahead.
Take this job and shove it!? Measure twice, cut once.
May be good reasons to change jobs or quit, best to remove emotions and seek validation before resignation.
Closing Time for 2020
There are investing, tax planning, and retirement planning opportunities to be had before year-end.
To Convert or Not To Convert: Taxation Is The Question
Think your taxes or tax rate will be higher in retirement? Consider a Roth Conversion strategy.
Would’ve, Could’ve, Should’ve… But Did You?
Instead of talk of the future, act on the constants - change and time.
Proactive Planning and Health Remain Critical
Putting off your health or planning over fear isn’t the “new normal”.
Ch-Ch-Changes - Turn And Face The Strange
CARES Act legislation impacting 2020 tax laws, provisions and deadlines.