
Election Plea
Election Plea

Is 529 Withdrawals Taxable?
Is 529 Withdrawals Taxable? As you and your child have been diligently saving for college through a 529 savings account over...

Equities Slip as Yields Surge
Table of ContentsEquities Slip as Yields SurgeUS Treasury YieldsQ3 EarningsReal Estate MarketLooking Forward Equities Slip as...

The Tortoise and the Hare (An Investment Parable)
https://youtu.be/VvHFdS2h2eQ Table of ContentsThe Tortoise and the Hare (An Investment Parable)The Tortoise The HareParable The Tortoise and the Hare...

Navigating Retirement as a Small Business Owner
Table of ContentsNavigating Retirement as a Small Business OwnerThe Importance of Retirement Planning for Small Business OwnersSole...

RMDs and Life Insurance: Strategies for Maximizing Your Retirement Savings
RMDs and Life Insurance: Strategies for Maximizing Your Retirement Savings As you approach retirement, managing your required minimum distributions (RMDs)...

Navigating the Tax Implications of a Career Change
Table of ContentsNavigating the Tax Implications of a Career ChangeUpdating Your Tax WithholdingsMaximizing Deductions and Tax Credits

Can a Mortgaged Property Be Placed in an Irrevocable Trust?
Table of ContentsCan a Mortgaged Property Be Placed in an Irrevocable Trust?Understanding Irrevocable TrustsThe Role of the...

Managing Taxes on Investment Income in Retirement
Table of ContentsManaging Taxes on Investment Income in RetirementUnderstanding Underpayment PenaltiesNavigating Estimated Tax PaymentsManaging Investment Income...

Life Insurance vs Annuities: Navigating the Retirement Landscape
Table of ContentsLife Insurance vs AnnuitiesUnderstanding Life InsuranceTypes of Life Insurance PoliciesPotential Advantages of Life Insurance
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