by Randy Luebke | Nov 9, 2019 | 1-Financial Independence Planning, 4-Tax Planning, Blog Posts, Financial Edification, Past Recorded, Securities, Webinar |
Tax-Efficient Retirement Workshop The Benefits of Partial Roth Conversions November 7, 2019 Most everyone knows that they can convert a traditional retirement plan into a tax-free Roth. Meaning, a 401(k), IRA, SEP, SIMPLE or other tax-deferred retirement plan...
by Randy Luebke | Oct 25, 2019 | 1-Financial Independence Planning, 1-Optimize Everything, 4-Invest for Independence, 4-Tax Planning, Blog Posts, Financial Edification, The 4 Essential Elements |
The 2018 Tax Reform bill, referred to as the Tax Cuts and Jobs Act (TCJA), is the most comprehensive tax reform bill to pass Congress in decades. While understanding everything that changed with this bill is completely unnecessary, understanding what changes will...
by Randy Luebke | Oct 25, 2019 | 4-Tax Planning, Blog Posts, Financial Edification, Long-term Care Insurance, Newsletter |
The Smart Tax Planning – October 2019 Below is a fairly detailed review of several important Tax Topics. I will provide you with a similar synopsis each month. I realize that not all of this information will be important to everyone. Therefore, to make...
by Randy Luebke | Oct 18, 2019 | 1-Financial Independence Planning, 1-Optimize Everything, 4-Invest for Independence, 4-Tax Planning, Live (Upcoming), On-Line (Upcoming), The 4 Essential Elements, Webinar |
Divi For Business Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore magna sit voluptatem aliqua. Learn More Financial Advice Sed perspiciatis unde omnis natus totam sit voluptatem audantium. ...
by Randy Luebke | Sep 29, 2019 | 3-Estate Planning, Blog Posts, Financial Edification, The 4 Essential Elements, The 4x4 Financial Independence Plan
Whenever we acquire assets, we take title to them in many ways. Most time, we really don’t give this much thought. We just think of them as “ours”. Sometimes, with larger assets especially, we do give consideration at to how we want to title (take...
by Randy Luebke | Aug 21, 2019 | Newsletter
Tax Tips August 2019 Below is a detailed review of several important tax topics. I provide you with a similar synopsis each month. I realize that not all of this information will be important to everyone. Therefore, to make the best use of your time, just scan through...
by Randy Luebke | Jul 22, 2019 | Newsletter
Tax Tips July 2019 Below is a detailed review of several important tax topics. I will continue to provide you with a similar synopsis each month. I realize that not all of this information will be important to everyone. Therefore, to make the best use of your time,...
by Randy Luebke | Jun 16, 2019 | Newsletter
Combine Home Sale with the 1031 Exchange You don’t often get the opportunity to even consider making a tax-saving double play. But your personal residence combined with a desire for a rental property can provide just such an opportunity. The tax-saving strategy is to...
by Randy Luebke | May 22, 2019 | Newsletter
Backdoor Roth IRA Opportunities Still Available After TCJA As you likely know, the Roth IRA is a terrific way to grow your wealth with minimum tax downside because you pay the taxes upfront. Then, with the proper holding period, pay no taxes thereafter. I have some...
by Randy Luebke | Mar 18, 2019 | Newsletter
When the Second Office in the Home Is a Principal Place of Business When possible, you want to claim that your office in your home qualifies as a principal place of business because of this classification: Gives you the home-office deduction, and Eliminates commuting...
