Financial Design Studio, Inc., Author at Financial Design Studio - Fee-Only Financial Advisor in Chicago Illinois

Podcast Episode 18: Forever to Never Tax, with Roth Conversions

In this episode, we cover how to use Roth Conversions and your taxable accounts to create a future with no more taxes!

83(b) elections are a great way to use stock options to build wealth. This video will break down the what, why, when, and how’s of 83(b) elections.

In this episode, we explore what each type of insurance covers, explain common misconceptions, and share mistakes to watch out for.

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.

In this episode we review the 2022 tax season. We share patterns, changes in taxes, and the impact of planning.

This episode of Behind the Designs explores the cost of being overwhelmed and breaks down how a CFP®, EA, or CFA could help!