Creating a Financially Organized Life

Creating a Financially Organized Life

Creating a Financially Organized Life Here’s how to get a jump-start on creating a system to organize your bills, statements, policies, and other financial paperwork. Financial organization is a cornerstone of a healthy financial life.  At the most basic level,...
Beating the IRS

The Smart Tax Planning Newsletter February 2020

The Smart Tax Planning Newsletter Every month we provide you with a fairly detailed review of several important Tax Topics. Scan through the highlighted topic noted below.  This Months Edition Includes… Use Your Business to Maximize Charitable Donations Eight...
How to Receive Early Distributions from an IRA Without Penalty

How to Receive Early Distributions from an IRA Without Penalty

The Smart Income Independence Planning Newsletter How to Receive Early Distributions from an IRA Without Penalty   When most people think of taking money out of a non-Roth IRA (Individual Retirement Arrangement), they think of the 59½ rule. What’s the 59½ rule?  It...