“Download Your 2025 Desktop Tax Resource Guide—Updated for OBBBA” To get my complete article with all the details… The OBBBA created a tax planning nightmare: Which rules apply in 2025? Which start in 2026? Stop guessing. Get answers. Our FREE 2025 Tax Resource Guide gives you every rate, limit, and threshold you need for this year—all OBBBA-updated and ready to … [Read more...]
Retirement
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Retire Better: The Hidden Advantages of the Defined Benefit Plan
“Retire Better: The Hidden Advantagesof the Defined Benefit Plan” To get my complete article with all the details… If you’re a high-income solo entrepreneur or small business owner, you’re likely maxing out traditional retirement accounts—but still wanting more. There’s a little-known strategy that could dramatically accelerate your retirement savings and slash your … [Read more...]
Does Your Retirement Plan Expose You to $150,000 Penalty?
“Your Retirement Plan Exposes Youto a $150,000 Penalty” To get my complete article with all the details… Are You Exposed to a $150,000 IRS Penalty? If you have a solo 401(k) or similar retirement plan, you must read this. Many business owners don’t realize that the IRS requires at least one filing of Form 5500-EZ for one-participant retirement plans—including … [Read more...]
Simplify QCDs—Avoid These Mistakes
“QCD with IRA Checking Account—Easy, but Beware” To get my complete article with all the details… If you're over 70½ and taking required minimum distributions (RMDs) from your traditional IRA, you’ve probably heard of the qualified charitable distribution (QCD) strategy—a smart way to donate to charity while reducing your taxable income. What you may not know is … [Read more...]
Smart Tax Play or Trap? The Truth About Backdoor Roth IRAs
“Backdoor Roth IRA Conversions:Smart Move or Hidden Tax Trap?” To get my complete article with 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 … [Read more...]