7 Questions to Consider Before You Retire
You have worked for decades and now it is finally time to consider your exit from the workforce. Can you afford to retire? What will you do in retirement? What else should you consider?
Roth Conversions: What You Need to Know
One of the most important and popular tax planning strategies is a Roth conversion. But before you rush into this decision, you need to really understand what this conversion means, what the conversion process is, and how it works.
What Age Should You Start Collecting Social Security?
You may be waiting as long as possible to take your Social Security benefits, but is that actually your best option? Here's what research you should be doing to find out.
The American Rescue Plan Act Has Passed: Here's an Overview of the $1.9 Trillion Stimulus Plan
Congress has officially passed a $1.9 trillion stimulus package. Here's an overview for business owners, families and individuals impacted by COVID-19.
COVID-19 & Tax Season: The IRS Has Extended The 2021 Tax Filing Deadline
The IRS has extended the tax filing season for a second time since the start of the COVID-19 pandemic. Here's what those who have yet to file their tax return need to know.
Why You Should Add International Stocks to Your Retirement Portfolio?
Today, I'm going to talk about adding international stocks to your retirement portfolio. When you retire, there is a high probability that your retirement portfolio may consist of only US-based stocks or mutual funds.
Capital Gains & Your Taxes: A Brief Guide
Capital gains taxes apply to more than stocks. And the amount you pay will depend on a variety of factors. Here's how capital gains taxes work and a few methods you can use for reducing them in retirement.