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Three Reasons to Start Social Security Early
In this post, we’ll discuss when it may make sense to take Social Security early.
The common Social Security planning technique or strategy is to wait as long as you can before you start. If you...
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IRS Warns of a “Frustrating” Tax Season PLUS How To Lower Last Year’s Taxes.
by Dave Zoller, CFP® | Jan 17, 2022
The Internal Revenue Service stated that this tax season could be a frustrating one. I want to share what the IRS commissioner said so that you can be prepared, and then also I’ll share a few...
Two Things Stopping Your Successful Retirement
by Dave Zoller, CFP® | Jan 10, 2022
I’m fortunate to have been able to talk to hundreds of people in their fifties and sixties about their plans for retirement. And I recognize that there are two things a lot of people have in...
A Conversation About Converting $160,000 to Roth With No Additional Tax
by Dave Zoller, CFP® | Dec 28, 2021
Dave: I’m here with my business partner, Tim, today. He recently helped a client convert $160,000 to Roth and pay no additional tax. So, we wanted to share this story with you because I know...
A Conversation About Converting $160,000 to Roth With No Additional Tax
by Dave Zoller, CFP® | Dec 28, 2021
DAVE:
I’m here with my business partner, Tim, today and he recently helped a client convert $160,000 to Roth and pay no additional tax. So, we wanted to share this story with you because I know...