An interesting conversation with one of our clients about IRA required minimum distributions that we thought you’d find interesting…
3 year end tax strategies for retirees
If you are retired or nearing retirement here are 3 tax saving strategies you should know about. Any one of them could save you thousands of dollars on your taxes.
A creative way to pay for a kitchen remodel and new car
Here’s a creative way to pay for a car or home renovations if all your money is tied up in IRA’s or other kinds of retirement plans.
Is this really a good way to pay the tax bill on your IRA money?
Recently a client asked us if buying a life insurance policy to pay the tax bill on their IRAs was a good idea. Here’s what we told them…
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