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Are You Planning for Your IRS “Mortgage”?

When is $500,000 not $500,000?   Conventional wisdom on preparing for retirement has often included refrains such as “become debt-free” and “defer, defer, defer”. There are situations where both of […]

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Why Tax Planning is Not a Choice—But Being Great At It Is

The IRS is not shy. They want a cut of the action anytime money is involved.   Taxation doesn’t discriminate either: They will take their piece whether it’s cash, real […]

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Clients Don’t Care About Roth vs. Traditional IRAs. So What?

Many financial advisors will object to the headline of this article, but advisors represent an incredibly small percentage of all taxpayers. Very few taxpayers care to be able to describe the difference between a Roth IRA and a traditional IRA. What they want to know is which option is right for them and what action they should take.

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The information on this site is for education only and should not be considered tax advice. Retirement Tax Services is not affiliated with Shilanski & Associates, Jarvis Financial Services or any other financial services firms.

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