Tax Planning

Financial Advisor Reveals Roth IRA Conversions Secrets: 7-Step Roth Conversion Roadmap For 2025

This isn't just about taxes; it's about securing financial freedom in retirement. A Roth IRA conversion allows you to move money from traditional pre-tax retirement accounts (like 401(k)s...

Financial Advisor Reveals Roth IRA Conversions Secrets: 7-Step Roth Conversion Roadmap For 2025

This isn't just about taxes; it's about securing financial freedom in retirement. A Roth IRA conversion allows you to move money from traditional pre-tax retirement accounts (like 401(k)s...

More News

Financial Advisor Reveals Roth IRA Conversions Secrets: 7-Step Roth Conversion Roadmap For 2025

This isn't just about taxes; it's about securing financial freedom in retirement. A Roth IRA conversion allows you to move money from traditional pre-tax retirement accounts (like 401(k)s...

Tennessee Capital Gains Tax: What Homeowners & Investors MUST Know for 2025

On January 1, 2021, Tennessee officially eliminated the TN Hall Income Tax, which previously taxed certain investment income. This move positioned Tennessee among the few...

Capital Gains Tax on Inherited Property & Form 1099-S: It’s Not What You Think (Here’s Why)

That official envelope arrives. Inside, Form 1099-S, Proceeds From Real Estate Transactions. It relates to the family home or piece of land you inherited and...

Explore more

Financial Advisor Reveals Roth IRA Conversions Secrets: 7-Step Roth Conversion Roadmap For 2025

This isn't just about taxes; it's about securing financial freedom in retirement. A Roth IRA conversion allows you to move money from traditional pre-tax retirement accounts (like 401(k)s...

Tennessee Capital Gains Tax: What Homeowners & Investors MUST Know for 2025

On January 1, 2021, Tennessee officially eliminated the TN Hall Income Tax, which previously taxed certain investment income. This move positioned Tennessee among the few...

Capital Gains Tax on Inherited Property & Form 1099-S: It’s Not What You Think (Here’s Why)

That official envelope arrives. Inside, Form 1099-S, Proceeds From Real Estate Transactions. It relates to the family home or piece of land you inherited and...

Highest and Lowest State Capital Gains Tax Rates in 2025

Did you know your state could take a bigger bite out of your investment profits than Uncle Sam? State capital gains taxes can significantly...

How to Legally Avoid Capital Gains Tax on Stocks (2025 Planner’s Guide)

"Michael, I just sold my company stock to fund a down payment… my accountant says I owe a fortune in taxes. How is that...

Selling Your House? How To Avoid Capital Gains Tax on a Home Sale in 2025

Hey there, future home-seller! I’m Michael Ryan, a retired financial planner with over 25 years of experience helping people like you maximize their wealth....

California Capital Gains Tax Rates Explained: Save Thousands Now

Did you know California has one of the highest combined capital gains tax rates in the country? And it can significantly impact investment decisions...

How To Avoid Paying Capital Gains Tax On Inherited Property – 8 Ways

Did you know that inheriting property could potentially cost you thousands in taxes? While receiving valuable assets is exciting, the looming specter of capital...

1031 Exchange Pros and Cons – Experts Explain 1031 Exchanges

As an experienced financial planner, I've guided countless clients through 1031 exchanges over my 25+ year career. These tax-deferred transactions allow real estate investors...

Roth IRA Contribution Limits 2024 – A Complete Guide

Do you know how much you can contribute to your Roth Individual Retirement Account (IRA) in 2024? With new income thresholds and eligibility rules...