by Randy Luebke | Jul 8, 2024 | Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax Planning 11 Financial Tips to Make Caregiving Easier Caregivers generally tend to their elderly/ disabled family members as a labor of love, but it can also be taxing for them financially and otherwise. These 11 tips can help you manage the financial side of...
by Randy Luebke | Jul 1, 2024 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides 2024 Key Planning & Investment Deadlines for Q3 Summer is upon us! And it’s time for your Summer Key Planning & Investment Deadlines guide. Every quarter, I like to send clients, family, and friends a reminder of all the key financial...
by Randy Luebke | Jun 28, 2024 | 2-Asset Protection, Blog Posts, Cybersecurity, Financial Edification, Newsletter, The 4 Essential Elements
Asset Protection Cybersecurity Monthly Newsletter June 2024 In this issue: Microsoft Recall Feature Raising Security Concerns Cybersecurity Shorts Software Updates Microsoft’s Recall Feature Raising Security Concerns Microsoft’s new AI-powered feature,...
by Randy Luebke | Jun 21, 2024 | 4-Tax Planning, Blog Posts, CPA/Tax Provider, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax Planning Tax Rules for Providing Free Meals and/or Lodging to Employees Bradford Tax Institute Here’s the good news: Section 119 of our beloved Internal Revenue Code allows your business to provide free meals and/or lodging to employees on a tax-free basis in...
by Randy Luebke | Jun 5, 2024 | 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax Planning Did You Overfund a Section 529 Plan? Consider a Roth IRA Rollover Bradford Tax Institute Have you established, or are you considering, a Section 529 savings plan for a child, grandchild, or other family member? Such plans are a great way to help pay for...
by Randy Luebke | Jun 3, 2024 | 4-Tax Planning, Blog Posts, College Planning, CPA/Tax Provider, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax Planning Consider a Roth IRA Rollover for an Overfunded Section 529 Plan Bradford Tax Institute Section 529 college savings plans are a great way to help pay for a child’s or other family member’s college education. Contributions are not federally...
Start Here