Tag: Tax Planning

Take your financial confidence to the next level!

Roth conversion faq

Should I Do a Roth Conversion This Year Strategy Guide (2019)

With the end of the tax year approaching for 2019, you may want to consider whether you should do a Roth conversion. A Roth conversion is an underutilized financial planning tool that many individuals and even financial planners overlook! The new tax reform, which effectively lowered the tax burden for many Americans made this strategy even more attractive than in previous years. How do you know if it is the right strategy to implement this…
Read more


December 7, 2019 0

What the Tech is a 401(k)?: Podcast

Episode 6. of Techie Personal Finance Bootcamp 1:15 Hello, welcome to this episode of techie personal finance boot camp. Today, I’m going to have fun talking to you about what the tech is a 401k. And so what I’m trying to do here is just give you a little bit more confidence. I know, one of the biggest things that I realized when I was first getting into financial planning and figuring out that financial…
Read more


June 26, 2019 0
Charitable Giving

Should I Use a Donor Advised Fund Strategy Guide

Donor advised funds have been growing in popularity recently and that was even before the new tax reform made them a critical part in your tax planning strategy. Donor advised funds are extremely versatile tools that may help you create a more tax efficient plan while still giving back to the organizations that are important to you. I will provide information on what donor advised funds are, how tax reform has increased the importance of…
Read more


November 5, 2018 0
Social media & sharing icons powered by UltimatelySocial