Understanding the Backdoor Roth IRA
Are you a high-income earner seeking ways to optimize your retirement savings? Get a full grasp of how the Backdoor Roth IRA can be an effective tool for you.
Hope Is Not A Strategy
“Our own dilemma is that we hate change and love it at the same time; what we really want is for things to remain ...
IRS Opens ERC Voluntary Disclosure Program
If you’re a business owner who mistakenly claimed the Employee Retention Credit, find out how the new IRS Voluntary Disclosure Program can help you rectify the situation. Discover the eligibility criteria, benefits, and application process in our informative video.
Special Earns Special
“I thought treating everyone the same was being fair and impartial. Gradually, I began to suspect that it was neither fair nor impartial. In ...
A Tough Job
“By trying to not get anyone mad, and by treating everyone equally ‘nicely’ regardless of their contributions, you’ll simply ensure that the only people ...
Happy Holidays
“To get the full value of joy, you must have someone to divide it with.” – Mark Twain This space will be quiet for ...
Take The Wheel
“Destiny is a name often given in retrospect to choices that had dramatic consequences.” – J.K. Rowling I can’t remember the last time I ...
Thinking Positive
“Optimism is the faith that leads to achievement. Nothing can be done without hope and confidence.” – Helen Keller In our current world, it ...
The 1031 Exchange Explained
In the world of real estate, the Section 1031 exchange has been a significant tool for investors who want to grow their real estate portfolio and wealth. In this video, we’ll explain how a 1031 exchange works and important considerations when using one.
What To Do With Old Retirement Accounts
You likely have at least one old retirement account if you’ve ever changed employers. These accounts stay exactly as you left them unless you take action. In this video, we’ll provide options for what to do with those old accounts.
