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
SEP Plans – Simplified Employee Pension Plan
What are SEP Plans – Simplified Employee Pension Plans? A simplified employee...
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The After-Tax 401k Roth Conversion
Most retirement savers haven’t heard of an after tax 401k Roth conversion. It’s a pretty unique...
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What is a cash balance plan and how does it work?
If you’re a business owner, you have enough things to worry about. Payroll, marketing,...
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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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