Your Financial Plan
Save on Stock Option Taxes With 83(b) Elections [Video]
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.
Podcast Episode 17: Insurance Mistakes and Misconceptions
In this episode, we explore what each type of insurance covers, explain common misconceptions, and share mistakes to watch out for.
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.
Podcast 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.
Inherited IRA Distributions: Post SECURE Act [Video]
Inherited IRA distributions have complex rules. If your loved one passed away AFTER 1/1/2020 and the SECURE Act, then this video is for you!
Podcast 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!
