by Randy Luebke | Mar 28, 2022 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax Planning The Smart Tax Planning Newsletter March 2022 Every month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the highlighted topics noted below. In This Month’s Newsletter We Review: New Hope for Restoring and...
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 | Feb 28, 2022 | 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Tax Planning The Smart Tax Planning Newsletter February 2022 Every month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the highlighted topics noted below. In This Month’s Newsletter We Review: Make sure you grab your...
by Randy Luebke | Feb 28, 2022 | 2-Asset Protection, Blog Posts, Cybersecurity, Financial Edification, Newsletter, The 4 Essential Elements
Asset Protection Cybersecurity Monthly Newsletter February 2022 In this issue: Don’t Fall for These Scams this Tax Season Cybersecurity Shorts Software Updates Welcome to your February Savvy Cybersecurity newsletter. Read on to learn more about: Why you should...
by Randy Luebke | Feb 13, 2022 | 1-Financial Independence Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Financial Guides New Retirement Rules – What you need to know about the SECURE Act There have been some major retirement rule changes following the passage of the SECURE Act and you may have questions on what it means for your retirement plans. Our “New...