tax planning

How Working from Home Affects Your Income Taxes

September 7, 2020

Today, Paul and Evan address a tax issue people may not be used to

How Future Tax Laws Could Affect Retirement Accounts

August 25, 2020

Paul and his team discuss how the landscape of the American tax system could

How the Secure Act Might Affect Your Financial Plan

February 1, 2020

How the New Tax Laws (January 2020) Might Affect Your Financial Plan

January 28, 2020

The year 2020 brings in a new decade and it also brings new tax

Is a Roth Conversion Right for You?

November 23, 2019

A Roth conversion can potentially save you thousands of dollars in taxes, but it’s not right for everyone. In this blog, I cover the basics of Roth conversions and how they can be used in financial planning,

Roth IRA vs Traditional IRA

September 26, 2019

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