Early 60's is a critical time to make smart decisions for your retirement! Discover what your financial advisor may not be telling you.
https://loom.ly/bOHUk8M
Don't let 1/3rd of your retirement dollars get swallowed up by taxes!
Learn what many financial advisors miss...
https://loom.ly/m7eLabI
KNOXVILLECPA.COM
Taxes: What Your Financial Advisor/Planner Might be Missing - Part 1 - Andy Ellis, CPA/PFS, CFP, CFA
An up-to-date answer to an age-old tax question: Can I delay the RMD from a Traditional IRA that I inherited? https://loom.ly/Tg8lNuo
KNOXVILLECPA.COM
Can I Delay the RMD from a Traditional IRA That I Inherited? - Andy Ellis, CPA/PFS, CFP, CFA
New Blog from Andy Ellis, Your Personal CPA: Will I Have to Pay Taxes on the Sale of My Investment? https://loom.ly/lvV8kaw
KNOXVILLECPA.COM
Will I Have to Pay Taxes on the Sale of my Investment? - Andy Ellis, CPA/PFS, CFP, CFA
Did you know that under the CARES Act, investors may borrow up to $100,000 from an IRA, penalty-free?
It could be an ideal time to take such a loan, restructure debt, and pay back the loan within the allotted 3 years. Andrew Ellis, “the personal investor’s CPA,” describes a scenario where his investor clients put their investments to work for themselves.
For more insights and suggestions into how the CARES act affects the personal investor, see Andrew Ellis’ recent article.
https://www.knoxvillecpa.com/system/news/view/10/the-top-4-personal-investor-gains-buried-inside-the-cares-act
KNOXVILLECPA.COM
The Top 4 Personal Investor Gains Buried Inside the CARES Act - Andy Ellis, CPA/PFS, CFP, CFA
Juke Your Way Around Future Income Tax Increases. Andrew Ellis, “the personal investor’s CPA,” predicts tax rates will grow in 2026 and offers a way to avoid them. https://www.knoxvillecpa.com/system/news/view/10/the-top-4-personal-investor-gains-buried-inside-the-cares-act
KNOXVILLECPA.COM
The Top 4 Personal Investor Gains Buried Inside the CARES Act - Andy Ellis, CPA/PFS, CFP, CFA
Discover what your investment advisor may have ignored... your tax burden!
https://loom.ly/-8LePg4
KNOXVILLECPA.COM
Retirement Taxes Part 3: Beginning Retirement & What Your Financial Advisor/Planner Might be Missing - Andy Ellis, CPA/PFS, CFP, CFA
Tick…tick…tick… Election Day grows closer by the second! We want to take a proactive look at how a proposed Biden Tax Plan might affect individual investors. In my previous article, we saw how a flat tax approach could influence retirement investing. And I shared some thoughts on Roth investments for high earners.
In this installment, I’ll examine the proposed changes to capital gains and tax law.
https://loom.ly/70qaHLk
KNOXVILLECPA.COM
The Biden Effect On Capital Gains Taxes - Part 2 of 3 - Andy Ellis, CPA/PFS, CFP, CFA
November 3rd and the U.S. Presidential Election draws nearer each day. It’s a good time to review the challenger’s tax plan. My clients are asking about the Biden Tax Plan and how it will directly affect their retirement savings. I’ll share my understanding of the plan, and implications for your financial planning.
https://loom.ly/LJObvCU
KNOXVILLECPA.COM
The Biden Plan for Your 401(k) - Part 1 of 3 - Andy Ellis, CPA/PFS, CFP, CFA
Many of my clients have built substantial wealth in their lifetimes. They are stunned by the taxes they have to pay from RMDs, capital gains, and other items. I help them implement proven techniques and strategies that protect their hard-earned assets while reducing their tax burden.
I invite you to read my most recent post: Retirement Taxes Part 4: Late Retirement & What Your Financial Advisor/Planner Might be Missing.
Installment #4: Late Retirement (After age – 70.5)
https://loom.ly/Vy5lspw
#Retirement #Financial #Taxes #Advisor #Planner
KNOXVILLECPA.COM
Retirement Taxes Part 4: Late Retirement & What Your Financial Advisor/Planner Might be Missing - Andy Ellis, CPA/PFS, CFP, CFA
With the election for president now just days away, I want to share one of my largest concerns about the Biden Tax Plan.
In my first article, we saw how a flat tax approach could impact retirement investing. I also shared a caution about the current appeal of Roth plans.
In my last article we discussed how capital gains taxes could escalate quickly, and the tools “the investor’s CPA” can use to lessen the consequences.
In this installment, we’ll examine proposed changes to the tax law regarding gifting and estate planning.
I appreciate your reading and your comments.
https://loom.ly/dqldRsc
KNOXVILLECPA.COM
Biden’s Plans for Your Estate Plan - Part 3 of 3 - Andy Ellis, CPA/PFS, CFP, CFA
