If you’re over the age of 70-1/2 and have to take required minimum distributions from your IRA, should you still consider a Roth IRA conversion?
How to Avoid Paying Capital Gains Tax On Stocks
How we eliminated almost $200,000 of capital gains tax
4 Common Mistakes Among 9 401(k) Millionaires
Here are 4 common mistakes among 9 401(k) millionaires.
A Tax Smart Investing Strategy
When a client needed to sell stock with a large capital gain tax, we helped them utilize this clever strategy to minimize tax paid on the stock.