Generate income and rebuild principal. A powerful one-two punch.
TAXCPA2.COM
Split Annuity Strategy
Does it make more sense to push back #retirement, or not to retire at all?
TAXCPA2.COM
Should You Ever Retire?
The market is as unpredictable as the weather. We’re here to help you prepare.
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Forecast
These four techniques show that even small steps can make a big difference in your savings.
AOL.COM
4 clever methods to boost your wealth in 2020 by working a regular 9 to 5 job
Could your portfolio benefit from a zero-coupon bond?
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The ABCs of Zero Coupon Bonds
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
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Tax Rules When Selling Your Home
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
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Monthly Market Insights | October 2020
What can a fairy tale teach us about goal-setting success? Watch our video and find out.
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Once Upon a Goal
Developing a retirement strategy? It's critical to know the differences between investment types.
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Traditional vs. Roth IRA
It should come as no surprise to hear the economy is the top issue for voters in the 2020 election. Nearly 8 in ten voters say that the economy will be very important to them when they cast their votes.1But when voters say...
TAXCPA2.COM
Election 2020: Economic Issues in the Crosshairs
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you.
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The SECURE Act
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
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Tax Deductions You Won't Believe
Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more. #BuyLowSellHigh
TAXCPA2.COM
The Cycle of Investing
The best way to reduce risk is to diversify your portfolio — but what does that mean?
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?
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Does Your Portfolio Fit Your Retirement Lifestyle?
Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement
TAXCPA2.COM
Social Security: Five Facts You Need to Know
The tax rules that govern donating art are complex and confusing. #taxes #art
TAXCPA2.COM
Donating Art: Taxation Abstraction
Could you find acres of diamonds in your own backyard? Watch this video.
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Acres of Diamonds
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
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Inflation & Your Money
Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
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Retirement Realities
Investors should understand the ways in which financial professionals are compensated for the services they provide.
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How Financial Professionals Are Compensated
Now that several major news groups have projected Joe Biden the winner of the presidential election—and Congress appears divided with Democrats in control of the House and Republicans the Senate—it’s a good time to...
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Election 2020: Biden’s Policy Initiatives
On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to note.401(k)sThe salary deferral...
TAXCPA2.COM
2021 Limits for IRAs, 401(k)s and More
After many weeks of telegraphing a long and careful ballot count, this week’s election lived up to that prediction in races for the Senate, the House, and the presidency. While Americans voted Tuesday, Wall Street cast its...
TAXCPA2.COM
Wall Street Reacts to Potentially Divided Government
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
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Value vs. Growth Investing
Compare your taxable investment to a tax-deferred one. The results may surprise you.
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Comparing Investments
Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.
TAXCPA2.COM
Six Most Overlooked Tax Deductions
As an investor, it can be tempting to get caught up in daily news headlines. Consider how news about the election and COVID-19 vaccines have moved the markets over the past several weeks. But having a financial strategy can help you...
TAXCPA2.COM
Speed Bumps & Headlines
News of a COVID-19 vaccine ignited a rally in economically sensitive stocks and a broad retreat in technology companies last week, though enthusiasm was tempered by reports of rising new infections and fresh lockdowns.The Dow Jones...
TAXCPA2.COM
Weekly Market Insights: Vaccine Triggers Rally
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
TAXCPA2.COM
What Do Your Taxes Pay For?
The S&P 500 is ubiquitous. Ever wonder how it works? #S&P500
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The Anatomy of an Index
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
Are you confident about how your accounts are managed?
Do you know how missing the best and worst market days might affect your #portfolio?
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It Was the Best of Times, It Was the Worst of Times
Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of options to choose from. Read more here:
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Ways to Supplement Your Medicare Coverage
$100 not spent is more like $143. Intrigued? #taxes #saving
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Stop Wasting Money
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. #IRA
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IRA Withdrawals that Escape the 10% Tax Penalty
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Bridging the Confidence Gap
Some simple, inexpensive energy-saving tips that may help you save money.
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A Penny Saved is Two Pennies Earned
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
TAXCPA2.COM
How to Appeal Your Property Taxes
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
TAXCPA2.COM
What Our Kids Can Teach us About Saving Money
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
TAXCPA2.COM
How to Retire Early
Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
TAXCPA2.COM
Retirement Realities
The tax rules that govern donating art are complex and confusing. #taxes #art
TAXCPA2.COM
Donating Art: Taxation Abstraction
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
TAXCPA2.COM
Monthly Market Insights | December 2020
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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Do You Owe The AMT?
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
TAXCPA2.COM
Mutual Funds vs. ETFs
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
TAXCPA2.COM
What If You Get Audited?
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
TAXCPA2.COM
What Our Kids Can Teach us About Saving Money
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
TAXCPA2.COM
How to Retire Early
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
TAXCPA2.COM
Mutual Funds vs. ETFs
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
TAXCPA2.COM
What If You Get Audited?
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
TAXCPA2.COM
What Our Kids Can Teach us About Saving Money
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
TAXCPA2.COM
How to Retire Early
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
TAXCPA2.COM
Mutual Funds vs. ETFs
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
TAXCPA2.COM
What If You Get Audited?
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
TAXCPA2.COM
What Our Kids Can Teach us About Saving Money
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
TAXCPA2.COM
How to Retire Early
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
TAXCPA2.COM
Mutual Funds vs. ETFs
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
TAXCPA2.COM
What If You Get Audited?
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
TAXCPA2.COM
What Our Kids Can Teach us About Saving Money
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
TAXCPA2.COM
How to Retire Early
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
TAXCPA2.COM
Mutual Funds vs. ETFs
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
TAXCPA2.COM
What If You Get Audited?
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
TAXCPA2.COM
What Our Kids Can Teach us About Saving Money
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
TAXCPA2.COM
How to Retire Early
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
TAXCPA2.COM
Mutual Funds vs. ETFs
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
TAXCPA2.COM
What If You Get Audited?
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
TAXCPA2.COM
What Our Kids Can Teach us About Saving Money
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
TAXCPA2.COM
How to Retire Early
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
TAXCPA2.COM
Mutual Funds vs. ETFs
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
TAXCPA2.COM
What If You Get Audited?
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
TAXCPA2.COM
What Our Kids Can Teach us About Saving Money
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
TAXCPA2.COM
How to Retire Early
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
TAXCPA2.COM
Mutual Funds vs. ETFs
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
TAXCPA2.COM
What If You Get Audited?
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
TAXCPA2.COM
What Our Kids Can Teach us About Saving Money
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
TAXCPA2.COM
How to Retire Early
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
TAXCPA2.COM
Mutual Funds vs. ETFs
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
TAXCPA2.COM
What If You Get Audited?
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
TAXCPA2.COM
What Our Kids Can Teach us About Saving Money
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
TAXCPA2.COM
How to Retire Early
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
TAXCPA2.COM
Mutual Funds vs. ETFs
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
TAXCPA2.COM
What If You Get Audited?
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
TAXCPA2.COM
What Our Kids Can Teach us About Saving Money
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
TAXCPA2.COM
How to Retire Early
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
TAXCPA2.COM
Mutual Funds vs. ETFs
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
TAXCPA2.COM
What If You Get Audited?
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
TAXCPA2.COM
What Our Kids Can Teach us About Saving Money
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
TAXCPA2.COM
How to Retire Early
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
TAXCPA2.COM
Mutual Funds vs. ETFs
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
TAXCPA2.COM
What If You Get Audited?
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
TAXCPA2.COM
What Our Kids Can Teach us About Saving Money
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
TAXCPA2.COM
How to Retire Early
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
TAXCPA2.COM
Mutual Funds vs. ETFs
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
TAXCPA2.COM
What If You Get Audited?
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
TAXCPA2.COM
What Our Kids Can Teach us About Saving Money
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
TAXCPA2.COM
How to Retire Early
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
TAXCPA2.COM
Mutual Funds vs. ETFs
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
TAXCPA2.COM
What If You Get Audited?
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
TAXCPA2.COM
What Our Kids Can Teach us About Saving Money
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
TAXCPA2.COM
How to Retire Early
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
TAXCPA2.COM
Mutual Funds vs. ETFs
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
TAXCPA2.COM
What If You Get Audited?
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
TAXCPA2.COM
What Our Kids Can Teach us About Saving Money
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
TAXCPA2.COM
How to Retire Early
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
TAXCPA2.COM
Mutual Funds vs. ETFs
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
TAXCPA2.COM
What If You Get Audited?
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
TAXCPA2.COM
What Our Kids Can Teach us About Saving Money
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
TAXCPA2.COM
How to Retire Early
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
TAXCPA2.COM
Mutual Funds vs. ETFs
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
TAXCPA2.COM
What If You Get Audited?
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
TAXCPA2.COM
What Our Kids Can Teach us About Saving Money
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
TAXCPA2.COM
How to Retire Early
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
TAXCPA2.COM
Mutual Funds vs. ETFs
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
TAXCPA2.COM
What If You Get Audited?
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
TAXCPA2.COM
What Our Kids Can Teach us About Saving Money
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
TAXCPA2.COM
How to Retire Early