by SEO | Aug 25, 2020 | Uncategorized
2020 RMD Recontribution Deadline! While you are not required to take a minimum distribution in 2020 due to the pandemic, some may have already done so. In case you weren’t aware, there is an option to put the money back into that same IRA or a new IRA and save tax...
by SEO | Aug 4, 2020 | Uncategorized
Investment Options: A Roadmap to Financial Growth Are you looking for other ways to make money or alternative ways to invest? We all have heard of the term passive income, but what does it really mean? In a nutshell, passive income is any income one earns without...
by SEO | Jul 20, 2020 | blog, IRS
Choosing Between 401K and IRA for Your Future Most Americans will not be able to retire by the traditional retirement age of 65 even with an employer 401k plan or an IRA. Some plan on surviving solely off social security, but this was never meant to be a sustainable...
by SEO | May 11, 2020 | blog, Uncategorized
Stimulus Check Investment: Strategies for Financial Success Investing 101 Before I dig into where you should invest your stimulus check, I want to make sure I lay the ground work of what investing is and why it is important. I’m sure you’ve heard of investing… I hope!...
by SEO | Apr 30, 2020 | IRS
How to Minimize Penalties on 401(k) Withdrawals Life has a way of throwing curve balls at us. And they’re great at draining us of our money—especially if we’re not prepared. You’ve heard of Murphy’s Law, right? Anything that can go wrong will go wrong. Murphy is rude....
