When you grow your pre-tax bucket by investing, the IRS will eventually benefit from it. Here’s the numbers and how it all breaks down...
Read More
There is a difference on your tax return between taking a Standard Deduction versus Itemizing your deductions... and it's important to understand how they work.
Read More
We discuss why it’s important to be able to have funds for emergencies like Long-Term Care that will NOT increase your taxable income or trigger “shadow” taxes
Read More
It's important to know if you have carryover capital losses from year-to-year. This will help you find that number on your most recent tax return...
Read More
There are different ways to defer taxes but why do we even bother when we know how nice the tax-free bucket is...
Read More
Education on why people need to make estimated payments and how they specifically relate to doing Roth Conversions...
Read More
J.D. White & Cameron Dye present "Creating A Tax-Free Retirement"...
Read More
It's important to understand how a Roth Conversion works and what needs to be done so the IRS actually "counts" it...
Read More
How do we recommend how much to contribute pre-tax and Roth into our client’s 401(k)s?
Read More
One of the best ways to adjust the amount you owe on your taxes (or your refund) is to adjust your withholdings...
Read More
How the SECURE Act changed the rules for non-spouse persons inheriting IRAs and what we can do now to not send our beneficiaries large tax bills.
Read More
Capital gains apply to several different assets in the Taxable Bucket like stocks, bonds, real estate, bit coin, collectibles, etc.
Read More
