"Estate planning? Sounds complicated." That's a common refrain, but what if we told you it doesn't have to be? This podcast is your one-stop shop for understanding the fundamentals of estate planning, a crucial piece of your financial well-being. Estate planning goes beyond just a will. It's a comprehensive approach that encompasses various aspects, including:...
Category: Podcast
Tax Free Crypto – NICE!
You can sum up the appeal of a Roth IRA in three words: federal tax benefit. Add on top of that the new potential of huge earnings in cryptocurrency and you have a powerful combination. Earnings in a Roth IRA grow tax free as long as the owner abides by the Internal Revenue Service (I.R.S.)...
Maximize Your 2022 Retirement Contribution to Save on Taxes!
Want to do a smart thing? Max out your retirement account. Yep. It’s smart and very beneficial to strive to put the maximum amount into your retirement account(s) every year. When you do so, you can greatly reduce your taxable income and tax burden as well as boost your retirement income. Even if you find yourself...