Author: admin

A mega backdoor Roth conversion is a retirement plan strategy that can allow individuals to allocate money to the Roth tax strategy above and beyond both…

If you want to retire in or to California, you may wonder how California will take your Social Security and other retirement benefits. There is some…

The description of facts here is based on a real case. We addressed a complex matter of drug addition in an elder, related financial ripoffs, and…

I love helping my clients maximize their tax-free retirement income streams. Converting a traditional IRA account to a Roth IRA is a fabulous part of a…

A massive jump in economic policy uncertainty, highlighted by President Donald Trump’s on-again-off-again tariffs and other policy back and forth, has characterized the first few months…

Most people should consider having one or more trusts in their estate plans. To make decisions about trusts you must be aware of trust terminology and…

Especially in times of market uncertainty or volatility, our attention tends to be sucked into the bottomless vortex of pointless prognostication and aimless activity. Yet, if…

You’re sitting in your office hurrying to get that last project accomplished before time runs out. It’s not just the usual deadline. It’s your deadline. It’s…

If you’re retired, what should you do about recent gyrations in the stock market? During 2024, the S&P 500 gained 25% when you include the return…

President Donald Trump’s advisor Elon Musk went on TV the other day to say he’d cut up to $700 billion in fraud and waste from Social…