Social Security analysis is about so much more than JUST Social Security. It is also about the other income an...
Taxes Blogposts
Webinar: Roleplaying the Post Social Security Seminar Meeting. Discussing Social Security and the Retirement Income Plan
This video is a video of what a "retirement income plan" conversation looks like that takes place after one of our...
Webinar: Tax Time is Here: Understanding the Tax Return (1040)
https://youtu.be/nP9TijmDlVU
Video: Indirect Rollovers, Direct Rollovers, and Direct Transfers
https://youtu.be/utTPTGT_sZE?si=ktyxXoZ4XUH0Wpdc
Broker World: Options for Decedent IRAs and Inherited NQ Money
You can also check out this "Quick Reference Guide" in regards to what Charlie discusses in this article. Click here.
Webinar Recording: Estate Planning Series Part 1: Intro to Estate Planning
https://youtu.be/Jm3WRLPxCnI
2024’s Tax Numbers for Financial Planning
A great piece put out by Kaplan for you to use in 2024. Remember, to navigate to the second page, click the arrows at...
Video: Capital Loss Harvesting and General Taxation Knowledge
https://youtu.be/DKyu_s-wRRs
Video: 2024’s New Tax Brackets and Charlie’s Thoughts on Taxes
https://youtu.be/PzT-67sRAY0?si=7WZZGaZnBf2ovOWA
The IRS “Death Penalty”
Here is another one of Charlie's Broker World Columns. To navigate to the various pages, click the arrows at the...
Rollovers, Transfers, and 1035 Exchanges: Don’t Assume You Already Know
A client of mine calls me up and says, “my CPA says (oh boy, here we go) that I should have gotten a 1099R for my...
Video: Charlie’s Thoughts on David McKnight Annuity Video
Below is Charlie's video. Also, below that video is the David McKnight video that Charlie is referring to....
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