Taxes

Roth Conversions: Consider Seizing the Opportunity

The ideal environment to perform Roth IRA Conversions is: (1) when tax rates are low, and (2) when the market…

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Coronavirus Aid, Relief, and Economic Security (CARES) Act: A Summary

In response to the unfolding COVID-19 global pandemic, the Coronavirus Aid, Relief, and Economic Security (CARES) Act, a $2+ trillion…

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CARES Act Waives Required Minimum Distributions (RMDs) from Retirement Accounts for 2020

Among the numerous provisions of the massive aid package, the Coronavirus Aid, Relief, and Economic Security Act or CARES Act,…

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How to Minimize Taxes of Social Security Benefits

Many people are surprised to find out their Social Security income is subject to taxes in retirement. There are a…

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Taxation Of Social Security Income

Most workers are well aware they pay Social Security taxes on their income throughout their career.  Both you and your…

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PAUL STAIB EARNS RETIREMENT INCOME CERTIFIED PROFESSIONAL® (RICP®) DESIGNATION

Paul Staib, Principal of Staib Financial Planning, LLC, has earned the Retirement Income Certified Professional® (RICP®) professional designation from The…

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