Social Security & Medicare Tax – How Large Is It & Where Does It Come From?

Social Security & Medicare taxes make up a relatively large portion of the total federal tax receipts. This video explains how much and where those taxes come from.
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Retirement Planning

In retirement, we will likely encounter critical financial challenges: rising interest rates, continued stock market fluctuations, and rising tax rates. All of these are manageable with proper planning, strategies, and tactics. We present answers to these challenges in ways that you won’t often hear from other advisors.   Think investing in bonds is the ultimate

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December 9, 2021
Tax Planning

They Gotcha Going Out – Estate Taxes

When you die, your estate may be subject to estate taxes. Want to know how much the federal government receives in estate taxes? Check out this video to learn more. Facebook Twitter LinkedIn Google+ Shares

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October 30, 2020
Tax Planning

Federal Tax Explanations – Video 1 – Overview

Want to know how much tax revenue the federal government receives and where it comes from? I’ve made it a goal to help educate people on the big picture of federal taxes. That way, you can have a greater understanding of how much the government receives, where it comes from, what truly makes a difference,

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October 26, 2020
Retirement Planning

The Power of Roth Conversions for Retirement

When we plan for retirement, one of the strategies that can be counter-intuitive, but extremely powerful is looking at Roth IRA conversions, especially in the early years of retirement. When I say it can be counter-intuitive, it’s hard to think about paying a lot of taxes now to save on taxes later. A lot of

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July 27, 2020

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