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True Wealth Design blog and news

How to Get A $16,168 Tax Credit On Obamacare Even If You Are Affluent

Many early retirees find they must utilize Affordable Care Act (ACA or Obamacare) policies to bridge the gap from employer-provided health insurance to Medicare at age 65. ACA policies are expensive but even affluent families may be able to obtain significant tax credits to offset premiums. Continue reading

Mobile App & Client Vault Updates

We are happy to announce we have a mobile app available for your smart device in both Apple and Android environments. Now it is more convenient than ever to access your financial information with streamlined access to key investment reports, your document vault, and service team contact information. Continue reading

Politics & Investing: Perceptions & Reality

As a financial advisor, many com­monly believe I deal with technical or mathematical issues around financial planning, investing, and taxes. While that is true, dealing with the emotional mat­ters that surround money is often just as important as and, in … Continue reading

Medicare Reviews During Open Enrollment

As your Annual Notice of Change arrives in your mailbox, you may have questions about those changes.  Or perhaps you aren’t sure if the Medicare plan that you have is still meeting your needs.  Your prescription drugs may have changed, and your Drug Plan may not be as suitable as it once was. These items and other questions can be addressed during the complimentary review. Continue reading

Roth Conversion Reconsidered

Chances are you know the difference between a traditional IRA/401k and a Roth. The gist is that contributions to a traditional IRA/401k are pretax but fully taxable upon distribution. Conversely, contributions to a Roth are made after taxes, but distributions … Continue reading