“Backdoor Roth IRA Conversions:Smart Move or Hidden Tax Trap?” To get my complete articlewith all the details… Is the Backdoor Roth IRA Your Secret to Tax-Free Wealth—or a Costly Mistake? For years, you've been told Roth IRAs are one of the best tools in the tax-planning toolbox. But what if your income is too high to contribute directly? Enter the Backdoor Roth … [Read more...]
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Solo Biz Owner? Discover the Roth Move That Could 10x Your Retirement Savings
“Solo Biz Owner? No Employees?Is the Mega Backdoor Roth for You?” To get my complete articlewith all the details… If you're a solo business owner with no employees and you prefer the Roth retirement account, there's a powerful strategy you should know about: the Mega Backdoor Roth. You’ve probably heard of the backdoor Roth IRA—great for high earners, but it maxes … [Read more...]
Kill the Tax Bite from Your RMDs with This Smart Move
“Beat the Taxman:Use the Tax Code–Created QCD to Kill Your RMD” To get my complete articlewith all the details… If you're age 73 or older (or getting close), you already know: those required minimum distributions (RMDs) from your IRA can do a number on your taxes. But what if we told you there’s a way to satisfy your RMD, support a cause you care about, and … [Read more...]
2025 Tax Guide – Essential Desktop Resource You Need Now
“Your Must-Have2025 Tax Resource Guide” To get my complete articlewith all the details… The 2025 tax changes are here, and being unprepared could cost you. Having our 2025 Tax Resource Guide on your desktop gives you: Instant access to critical tax information without searching Quick reference for the latest code changes and deadlines Immediate answers … [Read more...]
Self-Employed? You Could Be Missing Out on Thousands in 2024 Tax Savings
“The Best Sole Proprietorship Retirement Plansto Reduce Your 2024 Tax Bill” To get my complete articlewith all the details… Are you operating as a sole proprietor or single-member LLC and haven't set up a retirement plan yet? You're leaving money on the table. With tax season underway, there's still time to: Set up a retirement plan Make a contribution … [Read more...]