J.D. White & Cameron Dye present "Creating A Tax-Free Retirement"...
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It's important to understand how a Roth Conversion works and what needs to be done so the IRS actually "counts" it...
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How do we recommend how much to contribute pre-tax and Roth into our client’s 401(k)s?
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One of the best ways to adjust the amount you owe on your taxes (or your refund) is to adjust your withholdings...
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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.
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Capital gains apply to several different assets in the Taxable Bucket like stocks, bonds, real estate, bit coin, collectibles, etc.
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Why getting close to $0 on your tax refund or owed is a good goal and how we help our clients dial that in.
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Employer match can now go into your Roth bucket if your plan allows for it...
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We tend to focus on the tax bracket that we fall into and assume that we pay that on every income dollar... but that's NOT the case.
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You do NOT need to put everything that you save into retirement accounts... even if you are only saving for retirement.
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We jammed as much tax information as possible into 1-page (double-sided) as a reference for your 2023/2024 calendar years.
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Is there ever a situation where we would recommend NOT filling the tax-free bucket? Here is a hypothetical scenario in which we show how Roth conversions do NOT
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