Blog – Ahead Full Wealth Management

5 Roth Moves: 2 Warnings & 1 Opportunity

July 23, 2020 / Greg / Financial Literacy, Financial Planning, Retirement, Roth Conversions, Tax Planning, Taxes / Backdoor Roth, Financial Planning, Retirement Planning, Rollovers, Roth conversion, Roth IRA, Tax Planning / No Comments

Split your mixed retirement plan to traditional and Roth = OK. Do a backdoor Roth conversion with no other IRAs = OK. Do a backdoor Roth conversion when you have other IRAs = Warning! Do a backdoor Roth conversion when you have a SIMPLE or SEP = Warning! Move money to your 401(k) and the rest to a Roth = potential opportunity!

Does Your Business Want a Deduction?

May 3, 2019 / Greg / Cash Management, Taxes / Saving Money, small business, Tax Planning / No Comments

If you're a sole proprietor, in a partnership, or LLC, would you like another deduction so you can pay less tax? Let's figure out this new Qualified Business Income Deduction together.

Is Cash Flow Keeping You Up At Night?

April 5, 2019 / Greg / Cash Management / cash flow, Cash Management Tricks, Financial Planning, small business / No Comments

WHAT DO SMALL BUSINESSES AND FAMILIES HAVE IN COMMON? Apparently, that’s cash flow! I know that standing at our kitchen counter holding the utilities bills, we have that thought; “ugh,

What I Do & What I’d like to do

March 28, 2019 / KHD / Cash Management, Debt Reduction, Retirement / Budgeting, Cash Management, Financial Planning, Personal Finance / No Comments

In this dialogue, I’m going to describe some of the things I’m doing in my financial world. Like many of you my family falls into the demographic of married couple,

Tackling Your Student Loans

March 10, 2019 / Dev / Debt Reduction, Student Loans / Debt, Financial Advisor, Student Loans / No Comments

According to the Federal Reserve Bank of New York, the fourth quarter of 2018 showed that outstanding student loan debt made it all the way up to $1.46 trillion! It’s

Planning Earlier to Succeed Sooner

March 10, 2019 / Dev / Cash Management, Investments, Retirement, Student Loans, Taxes / Financial Advisor, Financial Planning, Personal Finance, Wealth Management / No Comments

There is constant flak associated with the Millennial generation because, as should’ve been expected, they do things and think just a little different from their predecessors. I don’t actually care