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 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...
by Randy Luebke | May 6, 2024 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Retirement Planning Developing a Realizable Vision for Retirement By Richard Atkinson Retirement is a totally new stage of life. With some careful prioritizing—and collaborating with your financial professional—you can design a working plan for retirement that may...
by Randy Luebke | Apr 9, 2024 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides Big Tax Changes to Know for 2024 2024 has brought some big tax changes with it. It’s essential to stay informed about these developments to ensure compliance and make the most of available opportunities. DOWNLOAD REPORT Here are Some of the Key Topics...
by Randy Luebke | Mar 25, 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 Q2 Spring is coming and to keep you financially organized for Q2, we are providing you with our Spring Key Planning & Investment Deadlines Guide. Every quarter, I like to send clients, family, and...
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