Dec 26, 2022
Let's look at Installment Sales:
How do you structure them?
What makes sense?
What’s good for the buyer might not be good for the seller.
This episode discusses 2 things: Selling A Business and Selling Real Estate.
We want to minimize that awful tax bite.
Did you know what's taxable to the seller may not be...
Dec 19, 2022
Are you wondering what to do with your
Estate Planning before 2025?
What are the benefits of an
Estate?
Life Insurance?
IRAs?
Business?
The simple answer:
Everything!
In this
episode I get into the ins and outs of your Estate Planning and how
to navigate the upcoming changes.
Dec 12, 2022
Act Now!
The ability to take your Required
Minimum Distributions (RMDs) and Qualified Charitable Distributions
(QCDs) end on Dec 31st!
In this episode I lay out 5 easy steps
on how to calculate your RMD total and how to navigate your QCDs.
Remember QCDs can be made from an inactive SEP, Simple IRA, or Roth
account.
Nov 21, 2022
What is a Net Unrealized Appreciation (NUA)? How does this affect your portfolio?
Just this week, I had a guy come into the office with an NUA from his previous employer. Listen in to learn what we did with it.
We discuss calculating NUA in 5 easy steps and when you should consider even using an NUA.
Nov 14, 2022
As we stated in last week's episode -
taxes are going up.
I am already getting mutual Fund
estimates and get this - one of them is facing a downward spiral of
29.1%!
How can we get ahead of these small
caps changing?
Don't let a good loss go to
waste.
It gets better though, if you are over
50 years of age you...