Brett Fellows reveals why CRNAs with over $500,000 in their 403(b) are perfect candidates for Roth conversions. Most CRNAs think they can’t do conversions because they don’t have “outside money” for taxes, but that’s a costly myth. Learn the step-by-step strategy that could save you hundreds of thousands in retirement taxes.
Pay Less Taxes in Retirement: CRNA’s Complete Guide to Roth Conversions Read More »
How you navigate the journey of combining finances as a couple, or the potentially tumultuous task of separating finances during a divorce, can have a substantial impact on your financial health and overall well-being.
Key Considerations When Combining or Separating Finances in a Relationship Read More »
Committing to a mid-year financial review helps you stay on track toward your financial goals, allowing you to adapt to any changes in your financial situation.
Your Mid-Year Financial Review: 6 Key Steps for Long-Term Success – Copy Read More »
Annual tax adjustments are essential for preserving the value of tax benefits, shielding taxpayers from the erosive effects of inflation.
As we approach year-end, now is the perfect time to take a proactive stance on your tax planning to potentially reduce your 2024 tax bill.
8 Year-End Tax Moves to Reduce Your 2024 Tax Bill Read More »
Last month, the Federal Reserve made its first interest rate cut in over four years, reducing rates by 0.50%. This significant policy shift, with the potential for further cuts ahead, has caught the attention of homeowners across the country, leading many to consider whether now may be an opportune time for refinancing a mortgage. Lower
10 Questions to Ask Yourself Before Refinancing a Mortgage Read More »
Committing to a mid-year financial review helps you stay on track toward your financial goals, allowing you to adapt to any changes in your financial situation.
Your Mid-Year Financial Review: 6 Key Steps for Long-Term Success Read More »
Falling interest rates affect various aspects of financial planning, including home buying, retirement savings, and building emergency funds. Here’s how to prepare.
Preparing for Falling Interest Rates: Considerations & Strategies Read More »
IRMAA is an often-overlooked Medicare surcharge that can significantly increase your healthcare expenses in retirement.
Understanding IRMAA: The Surcharge That Makes Your Medicare Premiums More Expensive Read More »
While this time of year is synonymous with joy and giving, the pressure to meet expectations can lead to financial stress and instability. Without clear limits in place, it can be easy to make decisions that don’t align with your values and financial goals.
How to Set Healthy Financial Boundaries at the Holidays (And All Year Long) Read More »
Year-end is often a crucial period for proactively lowering your tax bill and taking steps to set yourself up for financial success in the year ahead. Use this year-end financial planning checklist to end 2023 on a high note and start the new year with confidence.
The new 529-to-Roth IRA transfer rule may make it easier to fund the next generation’s education by eliminating some of the previous risks involved with overfunding a 529 plan.
What Savers Need to Know About the New 529-to-Roth IRA Transfer Rule Read More »