Posts by Financial Design Studio, Inc.
What Should I Do With My Annual Bonus Before I Retire? [Video]
Learn more about how professionals approaching retirement can make the most of their annual bonus, while minimizing tax consequences!
Read MoreEp 68. What to Learn from Retirees Who Donated All Their Money
This fictional plan covers how we helped two retirees plan to donate all their money, fund healthcare in elder years, and build estate plans.
Read MoreGiving Strategies for Retirees: Qualified Charitable Distributions (QCDs) [Video]
Learn more about how retirees can reduce their taxable income with a strategy called Qualified Charitable Distributions!
Read MoreFDS Newsletter: Third Quarter, 2025
FDS Newsletter: Third Quarter 2025 | A Camping Story | Updates on the Tax Legislation Changes | Interview with Rob!
Read MoreLeaving a Legacy by Thinking Two Generations Deep
With your finances, you have the opportunity to impact generations after you. In this article, we discuss the strategies for leaving a legacy!
Read MoreHow to Calculate Your Roth Conversions [Video]
In this video, we will explain how to calculate your Roth Conversion amount by looking at tax brackets and medicare premiums.
Read More