
Use November to Finalize Year-End Success and Plan for 2025
Wait until December, you risk falling into the apathy and distractions common from Thanksgiving to the New Year. Do you want that for your finances?
“Hey, I showed this last year, do something!”, Sincerely Your Tax Returns.
Now that you’ve had some time apart, it’s time to have an honest with your taxes.
Dividend Investing - Navigating Hype and Pitfalls To Get Results.
Last month, Intel added another chapter to the fallacy of “I don’t care about the stock price, as long as I get my dividend”. Here, I discuss key factors and best practices for dividend investing.
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.
April Brings Spring, Baseball and Taxe… Squirrel!
If your wealth is tax-deferred retirement accounts, your taxes in retirement will be more than you realize.
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.
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.
Ch-Ch-Changes - Turn And Face The Strange
CARES Act legislation impacting 2020 tax laws, provisions and deadlines.
The SECURE Act: Congress spins “Taxman” for next generation
New 10-Year Rule eliminates waiting for taxes and forces assets out of Roth IRAs.