As Benjamin Franklin once said, “. . . in this world, nothing is certain except death and taxes.” For good reason, few people like to talk about either of these topics. Nonetheless, in this article, I will focus on the latter, taxes. In retirement, taxes are coming...
Consider This Program with Jamie Burton and Grant Soliven, AIF. In this segment we will cover: In the world of retirement accounts, Roth IRAs are the favored child. What’s not to love about totally tax-free growth on your retirement savings? Find out all you need to...
Consider This Program with Grant Soliven, AIF, and Daren Hardesty. In this segment we will cover: Imagine having all tax-deferred money and no plan to unwind it before you need it or are forced to take it, OR WORSE, the tax code changes, and it is not in your favor....
Consider This Program with Joe Clark, CFP and Grant Soliven, AIF. In this segment we will cover: News from Washington alludes to the average American losing access to this strategy. However, it isn't gone yet. Make sure you understand your workplace retirement plan...
Consider This Program with Joe Clark, CFP and Grant Soliven, AIF. In this segment we will cover: In a world with many investment options, should you contribute to an IRA or a Roth IRA? Schedule your complimentary Next Steps meeting today! www.yourlifeafterwork.com...
Consider This Program with Joe Clark, CFP and Grant Soliven, AIF. In this segment we will cover: When talking about back to the basics, why are taxes important, and why are they the starting point for the episode? Schedule your complimentary Next Steps meeting today!...
Consider This Program with Joe Clark, CFP and Chris Rodgers. In this segment we will cover: The current tax code is one sale, and the discount might be ending soon. Find out if it makes sense to pay lower taxes today for a more tax-efficient future. Schedule your...
Consider This Program with Joe Clark, CFP and Brett Spangler, cPA. In this segment we will cover: Though there never was a mention of a stretch IRA in the tax code, families counted on it in their planning. This is just one instance of the IRA changing the rules...
In this segment we will cover: If you have earned income and it’s not too high, you can put in $6,000 or $7,000 as a contribution, depending on your age. You will pay taxes on this money. However, you will not pay taxes on the growth of this money. You will always...
In this week’s episode, we will cover: The death of deferment End of year tax planning The questions you should ask yourself for tax planning What to consider at the end of your career Tips for giving a eulogy on Zoom Financial Tidbits “I use the Roth as a retirement...
Consider This Program (Live Stream) The theme for this episode is "Financial Mysteries and Myths"! In this episode we will cover: -The Magical Roth IRA -How Does Wall Street really get paid? -Insurance may have you throwing money out the window. -One wrong choice...