Objective Advice You Can Trust
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…
Coronavirus Aid, Relief, and Economic Security (CARES) Act: A Summary
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
In response to the unfolding COVID-19 global pandemic, the Coronavirus Aid, Relief, and Economic Security (CARES) Act, a $2+ trillion…
How to Minimize Taxes of Social Security Benefits
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Many people are surprised to find out their Social Security income is subject to taxes in retirement. There are a…
Taxation Of Social Security Income
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Most workers are well aware they pay Social Security taxes on their income throughout their career. Both you and your…
Year-End Portfolio Checkup: 6 Tax-Smart Tips
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
With a few months remaining in the year, it’s a good time to review your financial plans and ensure you’re…
2019 Year End Tax Planning
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Tax filing season may be several months away, but it’s never too early to think about implementing a tax strategy…