Rule of 55 Explained
November 1, 2025Most people think their retirement accounts are completely locked until age 59½ due to the 10% early withdrawal penalty, but…
Roth Hidden Benefits
October 25, 2025When most people think of Roth IRAs or Roth 401(k)s, they just think "tax-free withdrawals." But that’s only part of…
Backdoor Roth Explained
October 17, 2025Roth IRA is a powerful account. It grows tax-free and withdrawals are tax-free during retirement. Roth IRA also has income…
LLC Tax Benefits Explained
October 11, 2025I was randomly scrolling on social media and saw this post: “Can you just open an LLC and write things…
Cash Balance Plan
October 3, 2025Imagine you are already doing all things possible to minimize your taxes: But what other strategies can you use to…
Home Improvement Tax Tips
September 12, 2025Home equity rose sharply since 2020 for most states, up 450% in West Virginia, the biggest change in the US.…
529 Plan Changes
July 26, 2025529 plans are tax-advantageous plans to save for educational expenses, and they just received a major upgrade. I wanted to…
Energy Tax Credits
July 12, 2025Under OBBB, a lot of energy credits are getting eliminated. I wanted to discuss them a bit so you can…
OBBBA Tax Bill Explained 2025
July 4, 2025President Trump signed the “Big Beautiful Bill” yesterday. I reviewed all the tax specific changes so that you can be…
Roth IRA Emergency Location
June 28, 2025Did you know that you could temporarily hold your emergency funds in a Roth IRA? It might sound counterintuitive, but…
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