Category: Taxes

Take your financial confidence to the next level!

Should I Use a College Savings 529 Plan?

If college planning is important to you, then you want to listen to this episode to understand how a 529 plan may be a solution to help you maximize your college savings. 529 Tax benefits 529 Rules   Impact on financial aid Alternative Savings Strategies What if my child doesn’t go to college? What if my child receives a full ride?


July 20, 2020 0
image of gift and tax cover for strategy guide post

How to Avoid the Gift Tax

Are you afraid of the big bad gift tax? Although you can pay the gift tax if you want to, the good news is that you do not need to. There are a couple of different ways you can gift to your loved ones and avoid paying any taxes. Sound good? I’m writing this strategy guide because it is common for non-tax experts providing tax advice and when it comes to gifting, there is the…
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June 24, 2020 0
what to do with your old retirement account

What to Do With Your Old 401(k) Strategy Guide

You have how many old 401(k)s or retirement accounts?  It’s really easy to have multiple 401(k)s out there from previous employers and feel overwhelmed with keeping track of them.  Whether you have one or many accounts floating around out there, this guide will help you determine what your options are. Cheat Sheet Step 1.  Find Out Where Your Old Account is Held.   The easiest way to find this out is to check for an…
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May 26, 2020 0