Dec 15, 2020
Today I’m sharing 3 simple tax planning strategies to consider before year-end.
We have two weeks left in 2020 and my goal is to help you take action before it’s too late.
So if you want to lower your tax bill today and reduce your future taxes in retirement, today’s episode is for you.
Dec 1, 2020
Today I’m talking about tax gain harvesting.
While tax-loss harvesting typically gets all the attention, realizing gains and deliberately paying taxes now can oftentimes be more valuable.
And once again, this strategy is not just for the ultra-wealthy...
In fact, those in the highest tax brackets probably...
Nov 17, 2020
Today I’m talking about how to combine roth conversions with charitable giving.
In fact, this strategy can help wipe out this year's tax bill, reduce future tax bills, and also support some good causes along the way.
The best part?
There's no minimum amount of net worth required to take action.
So if you want to make...
Oct 27, 2020
Today I’m wrapping up our four-part series on investing in bonds by talking about...implementation!
My goal today is to help you take action.
To take what you’ve learned these last four weeks and make some meaningful improvements to your retirement portfolio.
So if you’re finally able to wrap your head around the...
Oct 20, 2020
Today I’m tackling part 3 of our four-part series on investing in bonds.
Specifically, I’m sharing why buying bonds and holding them to maturity might not be the best strategy.
In fact, if interest rates go up and we maintain a normal yield environment, it’s possible that holding bonds to maturity will result in...