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 0002. My 3 Favorite Investments Discover the secrets to becoming Financially Independent; “When the assets you have provide the income you need to live the life you want, and work is no longer a requirement,...
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 29, 2023 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides Spring 2023 Key Financial Deadlines Spring is upon us. This means it’s time for the Spring Key Planning & Investment Deadlines. Every quarter I provide my clients, family, and friends with a reminder guide of all the key financial deadlines...
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 | Mar 6, 2023 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, Social Security, The 4 Essential Elements, The 4x4 Financial Independence Plan
Retirement Planning: Social Security Rules for Divorced-Spouse Benefits Rules for Divorced-Spouse Benefits In order to qualify for a divorced-spouse benefit a person must: Be finally divorced from the worker on whose record benefits are being claimed Have been...