White Papers

Tax Planning Guide

2018 Tax Planning Guide

The word “taxes” may not be on the top of everyone’s list of favorite things to address. But, with some forward-looking preparations, managing your taxes does not have to be burdensome with the help of this tax planning guide. In this guide, you’ll learn… Important Tax Deadlines 2018 Tax Brackets Tax Issues & Updates for 2018 Actions You Can Take & Tax… Read more

Social Security Strategies

The Social Security Handbook

Whether you are retiring in a few months or a few years, Social Security is one of the most important decisions of your retirement. This Social Security Handbook walks you through what you will need to know for 2018 and beyond. This guide will explain… History of Social Security Recent Changes How Social Security Works Who is Eligible How Benefits Are Calculated… Read more

YMYW Quick Retirement Calculator

Quick Retirement Calculator

Are you on track for your retirement? Are you behind in saving? “Big Al” Clopine, CPA from the Your Money, Your Wealth® Show has created a Quick Retirement Calculator Guide to help you find out. This Quick Retirement Calculator Will Guide You Through How To: Estimate Your Annual Living Expenses in Retirement Consider How Many More Years You Want to Work Multiply Your… Read more

Alan ClopineAlan Clopine
What is a Roth IRA

Roth IRA Basics

Interested in growing your money in a retirement account that is tax-free? Learn the ins and outs of Roth IRAs in this white paper. In this guide, you’ll learn… What exactly a Roth IRA is Eligibility requirements Contribution limits The difference between a Roth IRA and a Traditional IRA And more! Don’t wait to discover the difference compounding can make. This white paper also includes a… Read more

Retirement Readiness Guide

Retirement Readiness Guide

Want to learn the little-known secrets to help you prepare for retirement? This Retirement Readiness Guide includes 7 important and simple plays to help you get retirement ready despite the uncertainties that we may face. Planning for your retirement is something that takes time, so start today for a bright future tomorrow. In this guide you’ll learn… How to create income to… Read more