Integrated Financial Planning: Tax & Investments Working Together
Integrated Financial Planning: Tax & Investments Working Together I talk to people all the time who feel like they have things handled….
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Estate Tax Planning: The Mistake That Cost Prince Millions
Estate Tax Planning: The Mistake That Cost Prince Millions (Photo Credit NPG) When Prince died suddenly in 2016, the world lost a…
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Trump Accounts: Take the $1,000, But It’s Not a Wealth Plan
What are Trump Accounts? Trump Accounts are a new type of investment account for children, scheduled to launch July 5, 2026. The…
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Stock Options Explained: Maximize Your Compensation
Introduction Stock options can be a powerful tool for wealth creation. However, they often come wrapped in complexity that requires some untangling….
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Net Unrealized Appreciation – Cut Taxes On Your 401(k) Stock
Introduction Net Unrealized Appreciation or NUA is a retirement plan distribution strategy for those who hold highly appreciated company stock. Withdrawing 401(k)…
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Roth IRA Conversion – The Pro Rata Rule Is Lurking
A Roth IRA conversion and Roth IRAs in general can be powerful tools in a retirement saver’s toolkit. The potential to accumulate…
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Do You Need IRS Tax Form 5500-EZ?
IRS tax Form 5500-EZ is usually required for one-participant plans like Individual 401k plans. This type of plan is often called a…
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Required Minimum Distributions – The IRS Loves It When You Turn 73
The IRS loves it when you turn 73, but you won’t get a gift or even a card. The Internal Revenue Service…
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Starting a Business – What You Need To Know
Starting a business is not for the faint of heart. When I joined the ranks of the self-employed, my good friend and…
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HSA Plan – What You Need To Know
An HSA plan, short for Health Savings Account, should not be ignored. These were created in 2003 to provide special tax treatment…
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IRA Early Withdrawal Penalty – How To Avoid It
The IRA early withdrawal penalty is not always top of mind for IRA owners. Retirement accounts have special advantages when compared to…
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The SECURE Act And Your Retirement
The SECURE Act (Setting Every Community Up for Retirement Enhancement) is now the law of the land. If there’s any constant in…
