by Randy Luebke | Mar 18, 2022 | 1-Financial Independence Planning, 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax Planning Essential Tax Tips for IRAs Denise Appleby, APA, CISP, CRC, CRPS, CRSP Woe to the taxpayer who runs afoul of the numerous and confusing IRA rules. There are forms to file, contributions to make, distributions to take, and penalties to avoid. While...
by Randy Luebke | Mar 16, 2022 | 1-Financial Independence Planning, 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax Planning How College 529 Savings Account Withdrawals Are Taxed & Why You May NOT Want to Use a 529 Plan Altogether Section 529 college savings plans have been around long enough that withdrawals are now commonplace. You may be ready to take one. The big...
by Randy Luebke | Sep 21, 2021 | 1-Financial Independence Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Retirement Planning Building Health Care Costs into Retirement Planning Health care planning is a sensitive subject that often takes you and your advisor places you don’t want to go. But given rising expenses, no retirement plan is complete without some kind of...
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 | Aug 30, 2021 | 1-Financial Independence Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Retirement Planning 4 Ways to Evaluate Financial Aid Letters Financial-aid award letters are often jargon-filled and confusing. You need to know how to evaluate what you are really getting. Better knowledge just might lead to a better aid package. Financial aid award...
by Randy Luebke | Jan 19, 2021 | 1-Financial Independence Planning, 2-Asset Protection, 3-Estate Planning, 4-Tax Planning, Blog Posts, College Planning, CPA/Tax Provider, Financial Edification, Newsletter, Social Security, The 4 Essential Elements, The 4x4 Financial Independence Plan
Monthly Client Newsletter December 2020 Wrapping up 2020 It’s a new year! How did you do with your year-end tax planning? Let’s review some questions and important tax strategies that you might still be able to take advantage of now and start the new year off right...
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