by Randy Luebke | Jan 27, 2022 | 1-Financial Independence Planning, 4-Tax Planning, Blog Posts, CPA/Tax Provider, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax Planning The Smart Tax Planning Newsletter January 2022 Every month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the highlighted topics noted below. In This Month’s Newsletter We Review: Is Your Sideline...
by Randy Luebke | Nov 1, 2021 | 1-Financial Independence Planning, 4-Tax Planning, Blog Posts, CPA/Tax Provider, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax-Saving Tips The Smart Tax Planning Newsletter October 2021 Taxation of 529 College Savings Account Withdrawals The big advantage of 529 plans is that qualified withdrawals are always federal-income-tax-free—and usually state-income-tax-free too. What you may not...
by Randy Luebke | Sep 17, 2021 | 1-Financial Independence Planning, Blog Posts, College Planning, CPA/Tax Provider, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Retirement Planning Key College Funding Data 2021-2022 I know that figuring out how to pay for college is one of the biggest challenges families face today. I’ve seen many overpay for college and hurt their savings and retirement plans. I don’t want that...
by Randy Luebke | Jul 14, 2021 | 1-Financial Independence Planning, Blog Posts, CPA/Tax Provider, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides Key Planning & Investment Deadlines Summer 2021 Summer is here! And it’s time for your Summer Key Planning & Investment Deadlines reference card. Every quarter, I like to send clients, family, and friends a reminder reference card of...
by Randy Luebke | Apr 22, 2021 | Blog Posts, CPA/Tax Provider, Newsletter
Professionals A Quick Guide to Retirement Plans for Small Business Owners As a business owner, you may be surprised to find that offering the right retirement plan may significantly benefit both you and your employees. Here’s an overview of all the major features of...
by Randy Luebke | Apr 20, 2021 | 1-Financial Independence Planning, Blog Posts, CPA/Tax Provider, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides Key Planning & Investment Deadlines Spring 2021 For this reason, I want to share our reference card entitled, “Key Changes from the Tax Cuts and Jobs Act”. This chart touches on aspects of your tax plan that you will want to look at every...
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