Zero Tax Plan – Concept of 9 Circles

Wealth Transfer Planning 3 of 6 Proactive wealth transfer planning is about control and leverage.  We believe that a successful estate distribution plan is one in which your heirs (and/or charity) receive as much as possible, and Uncle Same, as little as possible. But this requires some work. Depending on your heirs’ tax brackets and…

Proactive Tax Planning 2 of 6

8 Reasons to Convert to a Roth IRA No one wants to pay more than his or her fair share in taxes. Nor should you pay income taxes on money you’re not actually spending, if you don’t have too. So it makes sense that we as taxpayers intuitively want to defer taxation on assets until…

I Have to Take My RMD. Now What?

#1-499873 The IRS stipulates that age seventy and a half is long enough for avoiding income tax on retirement savings.  Each year, those that have reached this age milestone will be required to withdrawal a minimum amount and pay taxes on that income, whether they like it or not.  This is called a required minimum…