by Randy Luebke | May 6, 2021 | 1-Financial Independence Planning, 1-Optimize Everything, 4-Invest for Independence, 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Key Birthdays Birthday Milestones Present Special Tax and Investment Questions to Consider Let’s make sure that all of us retire as well as we possibly can and make those “golden years” that much more enjoyable. Certain milestones in our lives present special tax and...
by Randy Luebke | May 3, 2021 | 1-Financial Independence Planning, 1-Optimize Everything, 4-Invest for Independence, 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax Planning 8 Reasons Not To Do a Roth Conversion The Roth IRA is an incredibly effective tool that can save clients lots of taxes down the road. Nevertheless, a Roth is not right for every situation, all of the time. Consider these potential disadvantages before you...
by Randy Luebke | Apr 23, 2021 | 1-Financial Independence Planning, 1-Optimize Everything, 4-Invest for Independence, 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax Planning Key Changes to the Tax Cuts & Jobs Act While the New Tax Cuts and Jobs Act has been in effect for the past few years now. It is smart to review the changes every year as your tax situation may be different. Certain areas such as deductions and estate...
by Randy Luebke | Feb 21, 2020 | 1-Optimize Everything, 4-Invest for Independence, 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Beating the IRS Your Guide to Reducing or Avoiding IRS Penalties If you take your eye off the ball and file your tax returns late or fail to pay your taxes on time, you could face huge penalties. However, if you know how to handle things right, the cold-hearted IRS...
by Randy Luebke | Feb 20, 2020 | 1-Financial Independence Planning, 1-Optimize Everything, 4-Invest for Independence, 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Independence Creating a Financially Organized Life Here’s how to get a jump-start on creating a system to organize your bills, statements, policies, and other financial paperwork. Financial organization is a cornerstone of a healthy financial life. At the...
by Randy Luebke | Feb 17, 2020 | 1-Optimize Everything, 4-Invest for Independence, 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
The Smart Tax Planning Newsletter Every month we provide you with a fairly detailed review of several important Tax Topics. Scan through the highlighted topic noted below. This Months Edition Includes… Use Your Business to Maximize Charitable Donations Eight...