by Randy Luebke | Apr 5, 2023 | 4-Tax Planning, Blog Posts, Events, Past Events-Recorded, Podcasts-Recorded, The 4x4 Financial Independence Plan
Financial Independence Now Podcast Hosted by Randy Luebke EP 0001. What is Financial Independence? This is the inaugural episode of “Financial Independence Now”, and it is a “must-listen”. In this episode, Randy Luebke discusses the keys to achieving...
by Randy Luebke | Mar 21, 2023 | 1-Financial Independence Planning, 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax Planning 5 Tax Gotchas In Retirement If you are wealthy and reaching your distribution phase, your high-balance retirement accounts can create some burdensome tax situations, particularly when it comes to legacy planning. Here are five potential pitfalls you...
by Randy Luebke | Mar 16, 2023 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax Planning Alert: A Massive New FinCEN Filing Requirement is Coming by Bradford Institute Do you own or advise a corporation, limited liability company (LLC), limited partnership, limited liability partnership, limited liability limited partnership, or business...
by Randy Luebke | Feb 16, 2023 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides State Tax Department Contact Information We know you are busy and don’t have time to waste searching for a State Tax Department’s contact information. Therefore, we made it easy for you to quickly reference the tax department information...
by Randy Luebke | Feb 9, 2023 | 1-Financial Independence Planning, 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Retirement Planning: Securities A Securities Market Update for You – January 2023 Joseph Maas, Synergy Asset Management Market highlights Inflation appears to be diminishing, but the FOMC is expected to raise interest rates a quarter-point at this month’s...
by Randy Luebke | Feb 6, 2023 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax Planning Taxpayer Penalties 2023 Bradford Tax Institute, January 2023 REASON PENALTY RELIEF IRC SECTION Failure to pay 0.50% of unpaid balance per month; maximum of 25% 6651(a)(2) Failure to file 5% of unpaid balance per month; maximum of 25% If more than 60 days...
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