What is a Homestead Exemption?
When you hear the term “homestead” an image of 19th century pioneers heading west in a covered...
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Category: Tax Planning
4 things to do when a spouse inherits an IRA
As a financial advisor of 20+ years, one of the hardest things I’ve helped anyone deal with...
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What you need to know about the 60 day IRA rollover rules
Most investors have at least one IRA, or individual retirement account. If you’re not familiar...
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Establishing residency for income tax purposes
A reader writes in: “I’m a Nevada resident, but I love California, and most of my...
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Retirement income tax smoothing
You’ve worked hard your whole life. You saved as much money as you could afford, when you could...
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The difference between ETF’s and ETN’s
Many investors have jumped with both feet into the ETF market. Their fees are generally lower than...
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3 things you need to know about Roth recharacterization rules
No doubt by now you’ve heard of the Roth IRA and it’s amazing tax-free benefits. Roth IRA’s truly...
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How multi-bucket Roth conversions save thousands in taxes
You’re probably well aware of what a Roth IRA is. You may even be aware that you can convert your...
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How tax efficient asset location between IRA and Roth saved $45,236
Investing in the stock market isn’t easy. In fact it’s downright hard! The fact is 99%...
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How to do a backdoor Roth IRA – Whiteboard Wealth #14
How to do a backdoor Roth IRA – Whiteboard Wealth #14 I get asked once in a while...
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What is the gift tax and how does the gift tax work?
What is the gift tax and how does the gift tax work? In the course of financial planning for...
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Should I invest in a Roth IRA or regular IRA? Whiteboard Wealth #12
Should I invest in a Roth IRA or regular IRA? Whiteboard Wealth #12 Both the Roth IRA and the...
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