IRA Strategies

IRAs: Everything You Need to Know

Most of you know putting money in an IRA is a great tool for saving for your retirement. But there is a whole other level of strategies and tools you can use beyond the basics that can help you maximize your IRA to its full potential. We will be covering IRA investment strategies, IRA contributions, minimizing your taxes on IRA … Read more

4 Roth Conversion Options for Tax-Free Portfolio Growth

Trump tax cuts are slated to sunset in 2025, but the House has passed the GOP bill to make them permanent. Life insurance settlements, or “Death Bonds,” are being offered as a “solution” to senior bankruptcies. Four different Roth conversion options to avoid a tax bracket jump, with a caveat. And answers to your questions: Will the IRS take FICA … Read more

Podcast #190