Rethink Your Money
Crushing Your Summer Money Goals
…did open Roth IRAs for our older children. They both have earned income, and that is an easy way to gift them money and have it be tax-exempt for them…
…did open Roth IRAs for our older children. They both have earned income, and that is an easy way to gift them money and have it be tax-exempt for them…
…own clients. How is this $500,000 going to be taxed? Is this inheritance coming from brokerage accounts and bank accounts and real estate that’s being sold or a Roth IRA,…
…Year-Round Tax Planning Tax-Loss Harvesting Tax Bracket Optimization Charitable Giving Strategies Estate Tax Planning Roth Conversions Asset Location Strategic Withdrawals The Stakes Are High Your approach to tax filing and…
…market was up 26% over the next five years. And the US and Iraq, March of 2003 following five-year return up 73%. Now, of course, none of this is promissory….
…in your IRA has zero inherent value, but certainly has instrumental value because of what you can do with that money. And so with that idea and focus, I want…
…Roths are really good. Of course we’re standing in my backyard and the setting isn’t ideal for me to ask them, Tell me about your adjusted gross income. Is it…
…side of your account like the traditional 401(k) or the Roth side? Because before determining how to invest or what to invest, you want to answer the question where you…
…70 and a half or older, you can do something called a qualified charitable distribution from your IRA. And what that means is if you contribute directly from your IRA…
…IRA account, we should give serious consideration of, where should that investment be held at? And our preference would be to hold this in the IRA. Because not only is…
…or nonqualified dividends hitting your after-tax brokerage account, and then you simply just reinvest them. Well, that’s the wrong location. Put that inside of your IRA or a 401(k). You…