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!
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.
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,
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,
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
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