Videos
How do Tax Brackets Work?
Posted on February 3, 2020
The Backdoor Roth
Posted on January 6, 2020
In this video, Nick discusses what a Backdoor Roth is as well as some unforeseen tax issues that could arise.
The Strength of the US Dollar.
Posted on December 18, 2019
In this video, Nick discusses the U.S. dollar.
Qualified Charitable Distributions
Posted on November 11, 2019
Rule of 4%
Posted on October 17, 2019
Tax Planning
Posted on August 26, 2019
Downloadable Resource
8 Legitimate Tax Loopholes You May Be Missing
As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.
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