Here is a whitepaper that was written by our friend Heather Schreiber, who is one of the nations foremost tax and...
Taxes Blogposts
Required Minimum Distribution Reference Guide
To view the various pages in the below document, click the arrows at the bottom of the document to navigate pages.
IRA Beneficiary Distribution Guide and Cheat Sheet
To view the various pages in the below document, click the arrows at the bottom of the document to navigate pages.
2023 Tax Reference Sheet
Print this off and put it in your briefcase. This reference sheet will allow you to answer questions such as, "Can i...
Webinar Recording From 1/12/2023: Charlie’s Annuity, Life, and LTC Update
You don't want to miss this one! The Recording is below. The industry has been changing at an unprecedented pace over...
Video: Are LTC Premiums Deductible For Businesses?
https://youtu.be/T6oSJWKklrM
Client Webinar Recording: Addressing Long-Term Care Expenses in Retirement
This was a nationwide webinar that Charlie did for the clients of CG Financial Group's agents....
Video: Real Estate Taxation and the Overall Impact
Below is five-minute video that discusses a case I had recently where I discussed the tax treatment of a home sale and...
Video: Ex-Spousal Social Security Benefits (Soundbite)
Here is a quick clip of Charlie discussing "ex-spousal benefits" on one of his Social Security Webinars. Remember to...
Roth IRAs: The Basics and Not-So-Basics
With the tax increases that will almost inevitably happen, the entire world is talking about Roth IRA‘s. ...
The Long-Term Care Option You Never Heard Of…
First off, if Long-Term Care planning interests you, make sure you check out the recording of the "Addressing...
5 Tax Considerations Before January 1
It is that time of year where getting your financial ducks in a row is in order. With that, I created a quick list of...
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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
info@cgfinancialgroupllc.com