To Roth or not to Roth
Money inside a Roth IRA accumulates without having to pay taxes on the growth or dividends/interest each year. Justus Morgan explores other considerations when pondering “to Roth or not to Roth.”
A Social Security primer: Knowing your options
Understanding how Social Security works can be complicated. Learn more about things to consider and about your options.
Your holiday wellness plan should include ways to lower stress and taxes
The holiday season is stressful enough without adding tax stress to it. Here are a few ideas to reduce your tax stress as the year-end approaches.
Decreasing your tax bill: Year-end tax planning tips for 2021
This year has seen tax law changes affecting everyone from young families to those already retired. Here are a few tips for decreasing your tax bill.
Five things to know about taxes in retirement
Tax planning can save thousands of dollars throughout an investor’s retirement. Here are five things to know while you’re still working.
What to know about Donor Advised Funds
Donor Advised Funds offer immediate tax benefits and the assets can grow tax-free before they are distributed to a charity.
The expanding role of your fiduciary financial advisor
A trusted, fiduciary financial advisor can add more value to you and your family in helping you realize your financial life goals.
Justin Moilanen teaching virtual Retirement Planning Today® course in October
Justin Moilanen will be teaching the Retirement Planning Today® curriculum in-person under the banner of UW-Parkside’s mini-course offerings. Read more and register.
Understanding the flurry of recent tax changes
The last 15 months have produced a flurry of tax law changes. Here’s a short summary of a few of the most critical.
Planned giving tax update 2020
Download a one-page handout with an overview of important tax law changes & Justus’s three favorite charitable gift strategies you can use yet this year.