Typically, my outreach efforts have been centered around providing crucial financial education to individuals...
Charting Financial Independence: A Millennial’s Guide
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TAX-EFFICIENT RETIREMENT PLANNING
Investments Articles
TAX-EFFICIENT RETIREMENT PLANNING
Investments Articles
IRS Officially Announces New Income Tax Brackets for 2023
New income tax brackets have just been released. The IRS standard deduction and marginal tax rates are the basic...
How Income Taxes Change In Retirement
For most Americans, federal income taxes are a once-a-year inconvenience that raises its ugly head every spring. ...
Secure 2.0 Act Opens Door to Tax-Free Rollovers from 529 Plans to Roth IRAs
Three years had passed since the original Secure (Setting Every Community Up for Retirement Enhancement) Act of 2019...
Pension Termination
What Does Terminating a Pension Plan Mean? For current or former employees receiving a “Notice of Intent to Terminate”...
Presidential Election, Volatility, and the Long View
Beyond how the election winner will certainly attempt to guide political, social, and environmental policies, there is...
CARES Act – Allows Return of Unwanted 2020 RMDs
One of the key provisions of the CARES Act, The Coronavirus Aid, Relief, and Economic Security Act that took effect...
Why Get Financial Advice from This Motorcycle Rider?
Earlier in my career, I worked as a fee-based financial advisor. This meant that I got paid to give advice AND...
The Elimination of ROTH IRA Recharacterizations
The Tax Cuts and Jobs Act of 2017 eliminated the option to reverse (or recharacterize) ROTH IRA conversions. ...