Objective Advice You Can Trust
6 Strategies to Reduce Taxes in Retirement
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
For many people, reducing taxes is the easiest and fastest way to increase investment returns, keep a retirement plan back…
5 Stealth Taxes That Can Impact Your Retirement
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Every year, an increasing number of retirees are impacted by one or more “stealth” taxes. While certain taxes may be…
SECURE 2.0 – Rethinking Retirement Savings
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
From RMDs to student debt, the new law has something for everyone. Key Takeaways The age to start taking RMDs…
Tax Planning: Principles
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Tax planning is (or certainly should be!) a core, vital component across all financial and retirement plans. There’s tax implications…
2021 Tax Fact Sheet
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
The year 2020 brought seismic changes to our lives in most important respects. But as 2021 dawns, the changes to…
Roth Conversions: Consider Seizing the Opportunity
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
The ideal environment to perform Roth IRA Conversions is: (1) when tax rates are low, and (2) when the market…