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 with IRA’s, check out our quick guide to IRA and...
Establishing residency for income tax purposes
A reader writes in:
"I'm a Nevada resident, but I love California, and most of my family is there as well. I'll be retiring soon...
Retirement income tax smoothing
You’ve worked hard your whole life. You saved as much money as you could afford, when you could afford it. You funded your 401k’s...
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 many mutual funds, and most of them...
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 are one of the best retirement...
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 regular IRA’s into a...
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% of investors focus on their investment portfolio for...
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 "what can I do to invest when...
401k Hardship Withdrawal Rules & Distribution Facts
401k Hardship Withdrawal Rules & Distribution Facts
Have you found yourself in a pinch financially and need access to cash? A 401k hardship withdrawal may...
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 clients we often get asked about...
