Selling your home in 2022 could be a Great Tax Move!
Housing prices are hitting all-time highs! It is a sellers’ market almost anywhere in the United States, and especially in Arizona.
How to decide if a Roth IRA conversion is right for your tax strategy
401k vs Roth IRA, which is better? Knowing how to decide if a Roth IRA conversion is the right choice for you requires a deeper look into Roth vs traditional IRA.
When Should I Claim My Social Security Retirement Benefits?
The decision of when to retire and claim your Social Security Administration (SSA) retirement benefits is one that you must make based on personal considerations.
How Much of Your IRA Should You Convert to a Roth IRA?
The critical question facing many investors during their retirement planning is how much of their IRA they should convert into a Roth IRA.
Tax Cuts and Jobs Act of 2017: What Taxpayers Need to Know
On December 20, 2017, the U.S. House of Representatives and the U.S. Senate passed the Tax Cuts and Jobs Act of 2017 (the act or TCJA).
New Tax Laws for 2020 and 2019 SECURE Act
Everyone is paying attention to the changes in the SECURE Act and rightly so. Our founder and top Wealth Manager Bruce Hosler even talked about it in an interview for Sonoran Living, a local Arizona TV channel.