How the Secure Act Tax Law Change of 2020 Will Hurt Your Kids
An inherited IRA is inherited money that has yet to be taxed.
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- 2 min
Early Retirement vs. Buying a $750k Property
One of my favorite things to say in a client meeting is: Did you know that you’re now "work optional"?
- 2 min
How She Saved $29,000 on Her Tax Return with a Solo 401k Strategy
If you’re like me, you don’t mind paying the tax that you owe — but overpaying taxes…no thank you!
- 3 min
Is a Roth Conversion Your Ticket to Saving $100k?
Nobody wants to pay more tax than they absolutely necessary. And that’s understandable. For many of us, tax is our biggest expense.
- 3 min
How to Make Sure You Don’t Accidentally Disown Your Grandchildren with Per Stirpes
Estate planning can be complex, and it’s not uncommon to make mistakes.
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