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How to STOP Paying Tax on IRAS
How to pay the LEAST Amount of Tax On IRAs and 401ks
If you’re 50 or older, this is going to help you pay the least amount of tax over your lifetime. Most people don’t figure this out until it’s...
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Smaller IRA Required Withdrawals Coming Up. Changes to Required Minimum Distributions and Retirement.
by Dave Zoller, CFP® | Feb 27, 2021
When you reach age 72, you’re required to withdraw money from your tax-deferred accounts, whether you want to or not.
These accounts include your IRA, your 401k, and any other tax-deferred...
Retirement Investing In Your 50s and 60s. How To Invest When Retirement Planning?
by Dave Zoller, CFP® | Feb 7, 2021
There are so many retirement investing strategies out there. It can quickly become overwhelming. So how do you pick the perfect retirement investing strategy for you?
Here are a couple of...
How Much Do I Need To Retire? Dave Ramsey Answers … But Be Careful!
by Dave Zoller, CFP® | Feb 3, 2021
How much do I need to retire? is a common question that I hear, and it’s a really important one.
Recently, I was reading a blog from popular financial person Dave Ramsey, and he was weighing in...
Planning For Every Scenario in Retirement
by Dave Zoller, CFP® | Dec 30, 2020
Your retirement plan is not valuable, but the continual process of planning is, so step one is to create a flexible, adaptable retirement plan, not a static one.
What I mean by adaptable is a...