They Gotcha Going Out - Estate Taxes

New IRS App: 5 Things You Can Do From Your Phone

Tax Planning & Retirement The IRS Has an App — and It’s Actually Useful Five things you can now do from your phone that used to require a lot more digging Dave Zaegel · Retire With Peace Podcast The IRS has a phone app. And perhaps even more surprising: it’s actually pretty useful. Government technology

October 8, 2026

The 4% Rule vs. the 4.7% Rule: How Much Can You Spend?

Investment Planning

The 4% Rule vs. the 4.7% Rule: How Much Can You Safely Spend in Retirement?

If you’ve been told to withdraw 4% of your savings each year in retirement, here’s something that may surprise you: the creator of the 4% rule now says it was too conservative. Bill Bengen has updated his research and raised his “safe” withdrawal rate to 4.7%. But the real lesson isn’t the new percentage—it’s that

June 11, 2026

Featured

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

December 9, 2021

Tax Planning

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.

November 12, 2020

Tax Planning

Corporate Tax – What is it, is it important, and why don’t most businesses get taxed this way?

Many people are surprised to see that corporate tax receipts have historically comprised a relatively small percentage of total federal tax receipts. Why is that, and what determines how businesses are taxed? Watch this video to learn more.

November 5, 2020

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.

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,

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

July 27, 2020

Business Planning

Profit Sharing Bonanza

Profit sharing plans can be a big deal for successful business owners. Many successful business owners will use profit sharing plans because it has a big impact on their financials in multiple different ways, especially among more white collar business owners that have been successful is. Think of doctors, lawyers, dentists, therapists, chiropractors. The list

March 10, 2020