Jul 30, 2021

We hear a lot about the benefits of a Roth IRA.  But a writer for The Motley Fool says she doesn’t want a Roth because…

1. She’s not convinced her tax rate will be higher in retirement.  And,
2. She doesn’t want to be tempted to withdraw money before she actually retires.

Steve weigh's in on the benefits of a Roth...

Jul 16, 2021

Now that President Biden is trying to raise the inheritance tax, CNBC says some people are considering life insurance as an estate planning tool.  Is that really an option? May inflation rate was 5% higher than May of last year!  So, here’s something to keep in mind:  Rising inflation means a lot more than just higher...

Jul 2, 2021

Market Watch had an interesting take on tax planning:  They said you shouldn’t change your financial behavior just to avoid taxes.  A good tax planning strategy is one that allows you to keep doing what you want to do … while reducing your tax liabilities, in the process.  Steve discusses his approach to having a...