21
Feb
Pass-Through Entity Tax Deduction
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By
Jason Watson
Key Takeaways
Pass-through entity tax (PTET) allows you to pay for your state income tax with business funds, reducing your federa...
18
Dec
Crash Course on Investing
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By
Key Takeaways
Investment account types: Taxable brokerage accounts, traditional retirement accounts (IRAs, 401Ks, SEP IRAs), and R...
16
Sep
Pay More Taxes
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By
Key Takeaways
Focus on wealth, not just tax savings: Sometimes paying more taxes strategically can help grow your business and per...
02
Sep
529 to Roth IRA Conversion
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By
Key Takeaways
529 to Roth IRA conversion starts in 2024: Allows overfunded or unused 529 plan funds to move into a Roth IRA for th...
26
Aug
IRS Delays High Earner Roth 401k Requirement
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By
Key Takeaways
SECURE Act Roth 401k catch-up rule delayed: Originally would require workers 50+ earning over $145,000 to make catch...
03
Jul
Roth 401k Versus Traditional 401k
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By
Key Takeaways
Roth 401k vs. Traditional 401k: Roth 401k contributions are post-tax, have higher limits, and no income phaseouts, u...
02
Jul
Tax Planning Strategies
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By
Key Takeaways
Tax planning is year-round: Waiting until December creates stress; ongoing planning yields better decisions and savi...
