This strategy guide on how you manage your inheritance is much overdo. The truth is, discussing an inheritance is never a fun topic, but I know how important it is to my clients that they manage their inheritance responsibly. Here are nine important tips you need to consider to make sure you can confidently manage your inheritance:
Did your employer recently announce a couple of new features? Being able to make after-tax contributions and initiate Roth in-plan conversions is a game changer! I love when these features are added to my clients’ 401(k) plans because it allows us to supercharge their retirement savings while implementing advanced tax-planning strategies that can save multiple thousands of dollars in taxes. These work best when you use them together to implement what is called a “Mega…
A lot has occurred in 2020 that could impact your tax planning. Regardless of the chaos that has occurred, there are still huge tax strategies you may implement before the end of the year. Here are 15 Simple Year-End Tax Planning Strategies that can help you control your taxes. (This list is a quick overview with basic information on each scenario. I completed additional strategy guides that dig into some of the more complex strategies…