Podcasts

A big question people on the homestretch to retirement have is “where am I going to live when I retire?” In this episode, we’ll discuss some of the best states to live in during your retirement and why.

RMDs are a very complex subject that affect everyone differently. They can have a large impact on your tax bracket because this counts as your income. Here are a few planning ideas to make the most of and plan around RMDs.

Learn the difference between tax deductions & tax credits!

Learn the difference between Standardized Deductions or Itemized deductions when filing for taxes.

Not having a beneficiary for your retirement accounts can be a costly mistake in the long run! Learn the reasons why it’s important to designate a beneficiary for your retirement accounts.

Chris interviews Vice President of the Nationwide Retirement Institute, Steven Calandra, on a deeper dive into tax efficient retirement income planning. This is part 1 of a 3 part series on tax efficient retirement planning

In continuation to the tax law changes proposed by the Biden Administration, here are a few updates & more possible changes that could occur.

With the new Biden administration comes proposals for higher taxes. The way the government is looking today shows that there is a very good chance they will make it more expensive for wealthier individuals.

The IRS changed the tax deadline date from April 15th 2021 to May 17th 2021. This may be both a blessing & a curse for tax preparers.

With the new Biden Administration, there is so much information out there to digest. Here are some potential tax law changes you should be aware of to help you be tax efficient.

Every election has consequences in terms of laws, regulations, & taxes that can affect your wallet. Chris explains a few examples of what may change due to elections & how they can affect your financial situation.

Chris hosts a webinar that details some need to know tax planning information for the end of 2020.

Determining your tax bracket is not as simple as just adding up your income and checking a tax table. Did you know that all of your income is not taxed at the same rate? Chris quickly explains your marginal tax rate and how it is different from your average tax rate.

Listen to what required minimum distribution (RMD) choices you can take.

Chris explains, what a stretch IRA is and how it can benefit you.

A synopsis from Chris on the big winners and losers of the tax reform.

Chris interviews Buddy Hartmann, a Certified financial planner and certified public accountant on his financial perspectives.

Chris explains what a Required Minimum Distribution (RMD) is and how it works.

Information you should know when financially planning.