Episode #15: Integrated Advice Is Better Advice

When it comes to building a holistic retirement plan, all of the individual pieces should be working together harmoniously, whether that’s planning, investing, or taxes. Let’s talk about why integrated advice is often hard to come by, and why it’s crucial to building a successful retirement plan. Continue reading

2018 Tax Preparation & Form 1099 Mailing

Tax season can be a very busy time of year, and therefore we wanted to provide you the specific details regarding the Form 1099 tax reporting schedule to help you plan ahead. As in past reporting years, the goal is … Continue reading

Episode #9: Rules Gone Awry – A Lower Tax Bracket Part 1

Let’s continue our series on breaking down some of the retirement “rules” that have gone awry. This week, we’ll begin a two-part series on the retirement rule that you should plan to be in a lower tax bracket in retirement. Is that really true? Listen to this week’s podcast to find out. Continue reading

Roth Conversions Even More Beneficial in 2018

With the Tax Cuts and Jobs Act, passed late in 2017, federal income tax rates are currently at historic lows. These lower rates in effect for tax years 2018 through 2025. In 2026, however, rates will revert to higher rates … Continue reading