HELPING YOU MAKE YOUR LIFE PLAN A REALITY

Would you be willing to pay a larger income tax bill today if doing so would help you and your family to potentially save a lot in future income taxes? If so, you may want to consider converting a portion of your pre-tax IRA or retirement plan money to a Roth IRA.

The personal toll of the COVID crisis has been devastating for some but significant for each of us. Our financial lives may also have been negatively impacted by the loss of jobs, income, and a steep drop in the stock market. Some timely planning opportunities exist, however, due to historically low interest rates, new legislation and relatively low income tax rates. Therefore, it is an ideal time for a financial check-up to assess any damage and consider planning opportunities that may lead to more wealth creation over the long run.

Now that you’ve experienced two years under the new tax regs you may be interested in finetuning your income tax planning for 2020. Here are six tax-savvy steps you can take to reduce your future income taxes, including Expense Bunching, Asset Positioning, Tax-Loss Harvesting, Minimizing Pre-Tax Retirement Plan Contributions, Qualified Charitable Distributions, and Donor Advised Funds.

The earlier you start thinking about how you can use your wealth–your time, skill and money—to balance your vocation with vacation, your sense of personal and professional progress with recreation and pleasure, and the demands of supporting your family and business with achieving your individual goals…

Last December, the SECURE Act was signed into law. It eliminated the stretch IRA which may reduce the amount of wealth you can transfer to your family. Here are a few ways you can replace the advantages of your stretch IRA.

Here are 20 things you’ve likely put off, but by attending to them, chances are you’ll improve your life and the lives of those around you.

We all want to experience more peace, freedom and impact in our lives. After all, do we really need more anxiety, confusion, fear and inflexibility? The purpose of this Special Report is to help you identify the obstacles in your life that hold you back from experiencing more financial peace, freedom and impact – and consequently, from having clarity and confidence about your retirement future. In the process it is our desire that you will bid adieu to financial worry, confusion and fear.