What To Do About RMDs and Tax Strategies

April 4, 2019 5:00 am

Have more money than you need as it pertains to RMDs? It’s a good problem to have, but whether you decide to reinvest, spend, or give your money away, make sure you have a proper tax strategy in place.

Episode #30: How To Take Tax-Friendly RMDs

February 1, 2019 5:00 am

Required minimum distributions are a reality of retirement, but there are ways to take them in a tax-friendly manner. Brian explains.

Episode #27: Tax-Deferred Troubles

January 11, 2019 3:35 pm

Tax-deferred accounts are great investing tools, but you have to be careful with them lest you upset Uncle Sam. Brian explains.

Episode #19: Pass-Through Deductions

November 19, 2018 9:29 pm

Join us as we examine a tax-planning strategy that could save you money. Brian unpacks the idea of pass-through deductions.

Episode #17: Year-End Taxes

November 1, 2018 5:00 am

We are quickly approaching 2019, and it's time for some year-end tax planning. Have you taken your RMDs? Be sure you've considered your tax liabilities.

Episode #14: Don’t Forget About Taxes

October 11, 2018 5:00 am

Your retirement plan might look perfect...until you account for taxes. Don't forget this crucial element of financial planning.

Episode #9: How Tax Code Changes Affect Roth IRA Conversions

August 30, 2018 5:00 am

In the wake of the new tax code, find out whether a Roth IRA conversion is right for you.

Episode #6: Planning Around Tax Reform

August 2, 2018 5:00 am

Tax reform will almost certainly affect your retirement. Find out how to plan accordingly around recent tax legislation out of Washington.

Episode #4: Tax Law Changes To Affect Charitable Giving

July 19, 2018 8:00 am

We feature Keith Farmer and discuss his ministries Straight Street and Street Ransom. We'll also examine the tax law as it pertains to charitable giving.

Episode #1: Tax Planning 101

June 5, 2018 7:27 pm

Taxes are one of life's inescapable truths. While you can't get away from paying Uncle Sam, there are ways to minimize your tax burden. Discover practical strategies to alleviate the stress you feel every April.