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    ROTH IRA or ROTH 401k Which is Best Retirement Account?

    Which is the Best ROTH IRA or ROTH 401k? Should I be putting more money towards my Roth IRA or Roth 401(k)? The good news is more employers are offering a ROTH 401(K) as part of their retirement plans.  The …

    How To Take The Stress Out Of Taxes For Business Owners

    Minimizing taxes may be the difference between a profitable business and one that is just scraping by. You all are probably thinking, “I don’t have extra time do deal with taxes.”   I heard your concerns, and that’s why I’ve come up with seven tips that will help lower your tax bill and won’t take a ton of time.

    3.8% Obamacare Medicare Surtax and How to Avoid It.

    High earners are getting hit with the Affordable Care Act Surtax. How to avoid the Obamacare surtax aka Medicare Surtax that is terrible for your tax bill.

    RMD Tips: To Maximize Your Retirement Savings

    Financial Planner Shares Tips to Maximize Your Retirement Income by making smart Required Minimum Distribution choices.

    Rich People ROTH – For Those With Too Much Income

    Do you make too much for a ROTH IRA? The Rich People ROTH may be the answer.  For love or money . . . and maybe even a tax break, Cash Value life insurance may be the key to financial …

    The More ROTH IRA the Better: Financial Advice to Break Part 2

    Good Financial Advice Made to be Broken – Lowering Your Taxes Part 2. Sometimes following financial advice, while technically correct, could turn out to be a costly mistake.  It is important to note that the correct choice and the best …

    How to Choose the Best Retirement Plan for your Small Business

    How to choose the best small business retirement plan account? The best plan for you will depend on how much you want to save or how much you need to lower your tax bill. Business owners like you are so …

    What you need to know about Every type of Retirement Account NOW

    “What you need to know about Every type of Retirement Account NOW” What is the best retirement account for your retirement plan, well it depends?  I’m going to cover the basics of each type of account to help clear the …

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