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
Why getting close to $0 on your tax refund or owed is a good goal and how we help our clients dial that in.
Read More
Employer match can now go into your Roth bucket if your plan allows for it...
Read More
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.
Read More
You do NOT need to put everything that you save into retirement accounts... even if you are only saving for retirement.
Read More
We jammed as much tax information as possible into 1-page (double-sided) as a reference for your 2023/2024 calendar years.
Read More
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
Read More
