Have you wondered if converting IRA monies to a Roth IRA makes sense for you? We’ll help you understand five situations where a Roth IRA...
READ MOREFacing large RMDs from your IRA?
by Jon Sevenker | Jul 29, 2021 | P&A Articles, Retirement, Tax planning
Oftentimes, we taxpayers focus too much on saving on taxes today, which can thrust us into higher tax brackets down the road. The best...
READ MOREBunching to reduce taxes
by Trey Pittenger | Oct 20, 2020 | Financial Planning, P&A Articles, Tax planning
“Bunching” is a strategy utilized to maximize a taxpayer’s itemized deduction, and with the passing of the Tax Cuts and Jobs Act in December...
READ MOREA tax-advantaged NUA-nce
by Blake Anderson | Aug 15, 2018 | P&A Articles, Retirement, Tax planning
You are probably well aware there are many acronyms in the financial industry and the world as a whole. While most of these aren’t worth...
READ MOREAn invitation to the Bunch Club
by Trey Pittenger | Jul 10, 2018 | Financial Planning, P&A Articles, Tax planning
“Bunching” has always been a tax strategy, often utilized to maximize one’s tax deduction. Now with the passing of the Tax Cuts and Jobs Act...
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