Posts by Financial Design Studio, Inc.
Inherited IRA Distributions: Pre SECURE Act [Video]
If your loved one passed away BEFORE 1/1/2020 and the SECURE Act, this video will help explain the rules for inherited IRA distributions.
Read MorePodcast Episode 16: 2022 Tax Season in Review
In this episode we review the 2022 tax season. We share patterns, changes in taxes, and the impact of planning.
Read MorePodcast Episode 15: Who Do You Call . . . CFP®? EA? CFA?
This episode of Behind the Designs explores the cost of being overwhelmed and breaks down how a CFP®, EA, or CFA could help!
Read MorePodcast Episode 14: Don’t Make Retirement Your Dream
This episode will help you reevaluate when and how you want to stop working, and how you really want to spend your retirement.
Read MoreTax Savings Strategy PDF
Our Tax Savings Strategies PDF summarizes a few key tax planning ideas that might help you save more of your earnings!
Read MoreThe Basics of Incentive Stock Options (ISOs) [Video]
What are you going to do with your Incentive Stock Options? This video breaks down how ISO work and their taxes.
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