Webinar: How To Become Tax Efficient With Your Accounts
Learn how required minimum distributions, medicare premiums, and estate taxes can cause someone to pay more in taxes or premiums during retirement. Then learn what are some action steps that someone can do today to minimize their future tax obligations. This webinar is suitable for folks of all ages. *Please do your research or contact […]
What Does It Take To Fund A Roth
How To Think About Tax Advice If you look at social media, you have a bunch of money coaches who say the Roth is the best thing you can invest into. Whenever you hear all or nothing advice, you should question if that advice is the best thing for you. It could be good for […]
How To Choose Between ETFs and Mutual Funds
Before investing in either an ETF or a Mutual Fund, it is best to understand how different investment accounts work. An investment account can store both ETFs and Mutual funds, and the decision for picking an account should be based on tax benefits, access to the funds, and the need for a collateral loan. There […]
Tax Strategies That Latinos Should Know
When it comes to taxes, we all lives by the same tax rules, but it’s up to us to decide if we take advantage of them, or they take advantage of us. This doesn’t mean we should break rules so that we pay less in taxes but to know the rules so that we can […]
