Afleveringen
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The Tax Plan walks you through various tax planning strategies to help you keep more of your hard earned money. Today, we talk a more advanced topic: backdoor Roth conversions to convert pre-tax money into a tax-free Roth account. Roth accounts avoid the RMD restrictions that affect retired taxpayers, and allow money to compound tax FREE forever. Learn how to utilize this powerful wealth building tool.
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Brandon West, CPA and James Walters, CRPC discuss weekly topics surrounding personal finance, small businesses, investing, tax strategy, and retirement planning. In this episode we talk about an important concept for any investor: is it worth it to work with an advisor? Listen as we discuss the advantages of an AUM fee advisor who charges a percentage, as opposed to fixed fee financial planners.
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The Tax Plan walks you through various tax planning strategies to help you keep more of your hard earned money. Today, we talk everybody's 401k plans. What types of contributions can you make, how to maximize your employer's match, and how your investment choices will impact your long-term wealth.
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Brandon West, CPA and James Walters, CRPC discuss weekly topics surrounding personal finance, small businesses, investing, tax strategy, and retirement planning. In this episode we break down good financial habits to exercise when years end. Check the yearly returns on your investments, ask your CPA some questions, and make sure your financial strategies are still in line with your goals.
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The Tax Plan walks you through various tax planning strategies to help you keep more of your hard earned money. Today, we talk about (no clickbait) the single most important concept for the average investor to understand. Learn how you can easily, at almost any income level, retire a millionaire with TAX FREE income.
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Brandon West, CPA and James Walters, CRPC discuss weekly topics surrounding personal finance, small businesses, investing, tax strategy, and retirement planning. In this episode we get in the spirit of the Holidays with a dive into the ways to give to others. From tax-sheltered contributions to invested charitable gifts, we break down how to better compound your generosity!
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The Tax Plan walks you through various tax planning strategies to help you keep more of your hard earned money. Today, we focus on family and talk about the Child Tax Credit. Learn about what your income needs to be to earn the full amount of the credit, how to claim the credit, who qualifies, and how much this could help you at tax time. Plus, learn the basics of the Childcare Tax Credit and what to do to substantiate this credit at tax time. Happy Thanksgiving!
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Brandon West, CPA and James Walters, CRPC discuss weekly topics surrounding personal finance, small businesses, investing, tax strategy, and retirement planning. In this episode we take an honest look at some of our stocks we've been watching this year to see how they've performed. Subscribers to the newsletter will recognize many of these stocks. And, let's talk about our investment philosophy and our expectations for future market performance overall.
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The Tax Plan walks you through various tax planning strategies to help you keep more of your hard earned money. Today, we discuss charitable contributions. Spend 15 minutes learning what contributions are deductible and why you might not be getting the tax deduction you think you are! Plus, learn a tip for what to do if your contributions in any given year aren't deductible.
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Brandon West, CPA and James Walters, CRPC discuss weekly topics surrounding personal finance, small businesses, investing, tax strategy, and retirement planning. In this episode we talk about one of the most important market factors in recent history: the upcoming "Great Wealth Transfer" that will pass over 80 TRILLION dollars to younger generations. Statistics say most people are not prepared to effectively manage a financial windfall. Learn how to be prepared so you can avoid the common pitfalls of inheritors.
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The Tax Plan walks you through various tax planning strategies to help you keep more of your hard earned money. Today, we discuss the EV tax credit! Learn if you qualify, how to claim it, and some tips designed to maximize your taxes saved with this credit. Do everything right, and get up to $7,500 back on your taxes this year!
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Brandon West, CPA and James Walters, CRPC discuss weekly topics surrounding personal finance, small businesses, investing, tax strategy, and retirement planning. In this episode we talk about insurance :when you should get it, what type of insurance you need, and why insurance as an investment is a terrible option.
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The Tax Plan walks you through various tax planning strategies to help you keep more of your hard earned money. Today, we discuss rental real estate. Learn some key concepts to understand if you rent out your personal residence during the year. And, learn the IRS rules for treating rental properties as business activities, qualifying you for the QBI deduction, more write offs, and active loss recognition!
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