Oct 26, 2020

This month in 1986, President Reagan signed a major tax reform bill into law, but our tax rates have changed quite a bit since then. This week, Steve discusses why now may be a great time to take advantage of today’s low tax rates, while you still can! Schedule a time to go over your year-end retirement tax strategy...

Oct 19, 2020

Taxes are just a headache for most of us, but Steve finds them exciting…especially as we head toward the end of the year! Listen this week as he explains some of the unique opportunities retirement savers can take advantage of in 2020. Schedule a time to go over your year-end questions at 

Oct 12, 2020

There’s a lot of talk about taxes this election season, but most Americans might be missing out on ways to take advantage of today’s tax rules for their retirement. Steve explains why using the tax code to legally reduce your future tax rates is so important. Have some year-end tax planning questions? Schedule a...

Oct 5, 2020

We heard a lot of back-and-forth at last week’s Presidential debate, but not many details on the issues that affect our finances. So this week, Steve breaks down a proposal from Democrat Joe Biden that could affect the tax break you get on your 401(k). Plus, we’ll discuss the tax moves you might want to consider...