July 2021 Tax Free Rental Income: The Augusta Rule

Download

Recommended Articles

Is it too late to convert to a Roth?

There is also no earned income requirement to convert to a Roth. As long as you have a balance in an IRA, in theory, you can keep converting to a Roth as long as you like.

Read More

Advisor Tax Mistake #6 – Your tax knowledge isn’t getting you more clients

This article is the 2nd in a series of the 7 most common mistakes financial advisors make on tax planning with clients

Read More

Tax-Efficient Family Gifting: An Advisor’s Guide

A powerful strategy to discuss with clients interested in gifting is funding Roth accounts on behalf of children or grandchildren.

Read More