Tax

Prepare for your tax returns using FORMS [Video]

January 19, 2022

It’s tax season and everyone’s thinking of everything they need to get ready for their accountant.  I want to help you prepare for your tax return with an easy system to remember all the things you need to pull together.

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12 Tax Things to do before 12/31

12 Tax Things to do Before 12/31 [Video]

October 25, 2021

Here are 12 Tax Things to do before 12/31. This is the second most common time people start to think about their finances.

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Tax Gain loss harvesting

Tax Gain-Loss Harvesting [Video]

July 20, 2021

Today we are talking about tax gain and loss harvesting. Watch our video to see one thing to help you keep more of your money!

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What can I do with my RMD?

What Can I Do With My RMD? [Video]

May 24, 2021

An RMD comes from accounts like 401(k)s and IRAs. Let’s see how an RMD is calculated, taxed, received and ultimately used.

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Required Minimum Distributions

Required Minimum Distribution: You’re 72… Now What? [Video]

May 17, 2021

Required Minimum Distribution (RMD).  Let’s walk through some of the mechanics of this so you feel knowledgable and educated about RMD’s.

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Retirement Roth Conversions

Retirement Roth Conversions Part 2 [Video]

March 29, 2021

Retirement Roth Conversions Part 2 [Video]| In Part 2 of our series on Roth Conversions, we’re taking a deeper look on how to plan for this strategy years before your retirement.

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