Several relevant provisions of the Tax Cuts and Job Act (TCJA) are on track to expire in 2025. Taxpayers today are benefitting from the TCJA’s...
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07/31/20
02/07/20
Traditional vs. Roth IRA: how you can get the biggest bang for your retirement bucks
Contributing to IRAs is an excellent way to save for retirement. Both traditional and Roth IRAs offer tax-advantaged benefits, either tax-deferred...
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01/02/20
How you can be proactive and beat the unique financial risks that stay at home parents face
Being a stay at home parent is an extraordinary calling. Stay at home dads (SAHDs) and stay at home moms (SAHMs) are everyday examples of heroes who...
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10/03/19
Reduce your retirement risk with an effective retirement distribution strategy before it’s too late
Unfortunately, most retirement discussions revolve around two figures – the amount you need to save and your expected annual expenses...
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09/06/19
Working in retirement, is it worth it?
Retirement is changing; the trend of working in retirement is on the rise for many reasons. We all know retirement income must be planned for and...
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08/02/19
It’s time you learn to effectively unleash the hidden potential of your Solo 401(k)
The Solo 401(k) is a compelling retirement saving option for small-business entrepreneurs. It has all of the benefits of a traditional 401(k) without...
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07/01/19
How to make an ESOP work for you
If you are a regular reader of this blog, you know there are many ways to save for retirement. Some retirement plans are more unique than others; an...
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05/31/19
7 questions to consider before you participate in a deferred compensation plan
When you participate in a deferred compensation plan, you can defer part of your salary and income taxes until sometime in the future. Although it...
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04/25/19
Behind the scenes of a rental property investment
With interest rates hovering at relatively low levels and many millennials choosing to rent rather than buy, the rental housing market is looking...
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06/29/18
Have you Inherited an IRA? It’s time to compare your options
*Note: This post has been updated with the Secure Act of 2020 changes* The distribution options available to the beneficiary of an IRA are confusing....
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