White Papers

Tax Checklist

Did you know that tax planning and strategy implementation needs to occur prior to December 31st? Most tax strategies are only available during the tax year so don’t wait! This tax checklist covers the important tax items that you need to collect and strategies you might want to implement before the year-end – updated with the new rules from the Tax Cuts… Read more

Alan ClopineAlan Clopine
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
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

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

8 Types of IRAs - Pure Financial

8 Types of IRAs

Making contributions to an Individual Retirement Account, otherwise known as an IRA, is all about saving now so you can enjoy the retirement of your dreams later on. One of the biggest advantages of an IRA is that your contributions (and any growth thereafter!) will grow tax-free. Now there are several different types of IRAs and not each will be right for… Read more