If you’re charitably inclined, a Donor Advised Fund can be a great way to slash your current and future tax bill while also fulfilling your charitable inclinations. They can be expensive though, so make sure you do your homework on Donor Advised Funds.
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You worked, saved, and planned to enjoy the retirement life of your dreams. But those dreams cost...
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Asset LOcation is the process of determining which of your investment assets are highly tax-efficient and those which are horribly tax-inefficient. Once you determine your potential tax liability for each of your investments, you rank them from efficient to inefficient then place them as best as possible in different accounts that are tax-free, tax-deferred, or taxable.
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Portfolio rebalancing is the process of buying and selling portions of your investment portfolio...
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You probably hear it all the time from your financial advisor . . . “You need a financial plan!”...
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Want to do a Roth IRA conversion but avoid the penalties? Follow these simple rules and you won’t pay a10% penalty on distributions from a Roth conversion.
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This pre-retirement checklist breaks down the 3 key steps you should follow in order to make sure you’re truly ready to retire with confidence.
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Are financial advisors worth it? Maybe . . . maybe not!
To know if a financial advisor is worth it you need to first understand if you can do it yourself, then assess the fees your financial advisor will charge and finally the value that your financial advisor can add.
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Who wouldn’t want to add 1.57% to 2.99% to their retirement planning? According to Morningstar and Vanguard studies, smart financial planning and investment decisions can add from 1.57% to 2.99% to your bottom line in retirement!
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In this episode of the Wealth Summit I interviewed Johanna Fox-Turner. She answers several questions such as what is a Roth IRA, what if you can’t fund a Roth IRA, and discusses the value of Roth IRA planning including how to allocate your investments in a Roth IRA.
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I know that your death is not what you want to think about, but take the time to understand how...
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Are you looking for extra tax deductions and a way to supercharge your finances? You may want to...
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