Category: Retirement
You may have heard of something called the “step-up in basis” which occurs upon the death of a U.S. taxpayer but, unless you are in the tax…
Are you interested in a tax plan that can save you tens of thousands of dollars in the future? You may want to consider a ROTH IRA…
Most Americans will sign up for Medicare Health Insurance benefits when they reach the age of 65. There are a few exceptions, such as those who…
Robert T. Kiyosaki stated in his book, ‘Rich Dad’s Cashflow Quadrant’, that “…financial intelligence is determined, not so much how much…
As Thomas Jefferson said, “Taxes should be proportioned to what may be annually spared by the individual.” –Thomas Jefferson to James Madison,…
Sound crazy? Let’s see. When Lehman Brothers went under in September 2008, it triggered a meltdown in the investment markets. Many…
Is there a way to maximize your IRA wealth and minimize the tax you pay? Yes, with a ROTH IRA! ROTH contributions are after-tax dollars, and the…
One important source for retirement income for many people is Social Security. You can take steps now to protect your benefits and determine the best…
These questions are common concerns in planning for retirement. How do you minimize these risks? What plans can you put in place now and monitor…
Without fail as Tax Day approaches every year, the mind whirls while you check boxes and fill in numbers about everything you could have, should…