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I got to consult one of my favorite clients about "chunking" his traditional 401k into a Roth IRA to save him some tax dollars in the future! 😍😍😍
#TaxGeek #MoneyGeek #FixYourMoney
This is a very thought provoking and interesting twist on investing. #DefinedOutcomeETF I think I'll test it out with my excess #HSA funds.
youtu.be/NbDfH3Es0hY
Very interesting indeed! My associates and I have discussed similar strategies with some our clients.
"Starting a side business is one of the smartest financial moves you can make right now. With the economy shaky, no one can have too much income diversity. Even people in seemingly secure public sector jobs have been hit with furloughs and layoffs since Covid-19 struck. That's one reason 56% of Americans said they'd be more secure working for themselves than in a traditional job in 2020, up from 32% in 2011..."
The ultimate side hustle guide for 2021
www.cnbc.com
During the Covid-19 pandemic, millions of Americans are starting a side hustle to supplement their income. Here's a guide to help you get started.
The Universal Basic Income (UBI) pilot program in Stockton, CA seems to be having favorable outcomes according to this CLASP article.
It says: "...participants experienced less month-to-month income volatility, lower anxiety and improved mental and physical health, this allowed participants to improve their financial stability. For parents, it mitigated constant financial worry allowing them to engage more with their children...."
www.clasp.org/blog/what-we-can-learn-universal-basic-income-expanded-child-tax-credit?utm_source=...
What We Can Learn from a Universal Basic Income for the Expanded Child Tax Credit
www.clasp.org
A basic income pilot in Stockton, California provided $500 monthly payments to 125 residents with no strings attached. From improved family wellbeing and financial stability to an increase in full-time employment, these positive impacts hold hope for the refundable Child Tax Credit (CTC).
If you are willing to do the work to achieve your dream, it is within your reach.
youtu.be/d3r-2b0nz_s
LATEST BLOG POSTS
- The Delay is Over – Let’s Get Back To Tax Business!Hello Clients and Friends Thank you for your patience while I worked through the latest tax changes. Here’s an update for you: Both the IRS and CA Franchise Tax Board have extended the tax deadline to May 17th. If you OWE taxes, you now have until May 17th to pay them. I am now able […]
- IRS strongly urges taxpayers not to file amended returns related to the new legislative provisionsThe IRS strongly urges taxpayers not to file amended returns related to the new legislative provisions or take other unnecessary steps at this time. The IRS will provide taxpayers with additional guidance on those provisions that could affect their 2020 tax return, including the retroactive provision that makes the first $10,200 of 2020 unemployment benefits […]
- The American Rescue Plan Means More $$$ for Most TaxpayersIf you have been following the news, you know the new COVID relief plan should be signed by President Biden today. It’s called The American Rescue Plan. This plan not only includes another $1400 in stimulus payments for tax payers and their dependents, but it also includes other tax benefits for certain individuals applicable for […]
- How Does Being a S-Corp Save You Taxes?In short, when the business income is high enough – which 40,000 net or higher, an S-Corp could save the owner thousands in self-employment taxes
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