by Innov8ive Marketing | Dec 31, 2023 | Uncategorized
Unleashing the Mega Backdoor Roth: Maximizing Your Retirement Savings Embark on a financial adventure with us as we introduce you to the not-so-secret world of the Mega Backdoor Roth – the financial strategy that’s not only powerful but sounds almost as charming...
by Innov8ive Marketing | Jul 20, 2023 | Uncategorized
The Tax Time Warp: Why Retirement May Bring Higher Tax Rates Than Your Earning Years As small business owners, we strive to save time, money, and headaches when it comes to our taxes. However, there’s an unexpected twist that awaits us in retirement: the...
by Innov8ive Marketing | Mar 2, 2023 | Uncategorized
Should I Open An HSA Account? Are you considering a Health Savings Account (HSA)? If so, it is vital to understand what exactly an HSA entails. With this guide, you’ll learn all about it: the advantages of an HSA and how it can help you manage your medical...
by Innov8ive Marketing | Jan 10, 2023 | Uncategorized
Tax Refunds May Be Smaller This Year Plan now to learn these 2023 tax tips avoid surprises in the future! If you’re expecting a tax refund in 2023, it may be smaller than last year, according to the IRS. Your annual balance is based on taxable income, calculated by...
by Innov8ive Marketing | Nov 21, 2022 | Uncategorized
The modern concept of retirement has only been around for about 100 years. Though relatively new, what retirement looks like and how people are planning for retirement has changed significantly in the last few decades. With roughly 9000 Americans reaching the average...
