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Year-End Tax Moves to Consider Now

You have some control over how much you pay each year in income tax. Before the end of the year you should be reviewing a few of your options. Selling securities that are worth less than what you paid for them in non-retirement accounts. For…
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BIG Tax Benefits of Donor Advised Funds

Time to share my latest personal and client tax-saving and "do-gooder" planning strategy. Why this strategy has been around for years, I'm just now focusing on it for my family and my clients. It's called funding a charitable Donor Advised…
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Want a Second Home to Avoid Illinois Income Tax?

Taxes and the cold drive people out of IL to warmer and zero income tax states. Read what's up with IL income tax and how to keep a home in IL and another state. If you are over age 50 and especially if you're an empty nester (like me)…
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Stretch IRA is Dead - Secure Act

Stretch IRA is Dead and other new IRA rules are part f the newly passed Secure Act.
CRT Charitable Remainder Trust
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Massive Tax Break for "Doing Good" - CRT

Huge Income Tax Savings and Retirement Income Strategy Awaits You! After a ten-year Bull Stock Market run you may own stocks or stock mutual funds that have huge taxable gains waiting for you if you were to sell. Q. Why would you want to sell…
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Ideal 4 Point Retirement Plan

    Do you like my 4 point plan? This plan is a framework for what I consider to be an ideal retirement plan.  Part 1. In my ideal retirement plan, my wife and I would like to be able to spend and enjoy ALL (not just portfolio interest)…
Medi-Share
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How to Save Big Money on Healthcare

I've been with Medi-Share for several years and it has saved me thousands in premiums.
HSA
Retirement Planning
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How to Spend All Your Money in Retirement and Still Leave a Legacy

Want to spend your retirement nest egg with no fear of outliving it. Read on.
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Roth Conversion Super Attractive Now For Many People

Roth conversion's are worth a close look now, especially after new tax law. Whether you are retired or not, this may be a great time to convert Traditional IRA (including those 401k rollovers) to Roth IRA's. Why now? The New Tax Law. These…