Building Health Care Costs into Retirement Planning

Building Health Care Costs into Retirement Planning

by | Sep 21, 2021 | 1-Financial Independence Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan | 0 comments

Retirement Planning Building Health Care Costs into Retirement Planning Health care planning is a sensitive subject that often takes you and your advisor places you don’t want to go. But given rising expenses, no retirement plan is complete without some kind of...
Key College Funding Data 2021-2022

Key College Funding Data 2021-2022

by | Sep 17, 2021 | 1-Financial Independence Planning, Blog Posts, College Planning, CPA/Tax Provider, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan | 0 comments

Retirement Planning Key College Funding Data 2021-2022 I know that figuring out how to pay for college is one of the biggest challenges families face today. I’ve seen many overpay for college and hurt their savings and retirement plans. I don’t want that...
14 Tax Reduction Strategies for the Self-Employed

14 Tax Reduction Strategies for the Self-Employed

by | Sep 14, 2021 | 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan | 0 comments

Tax Planning 14 Tax Reduction Strategies for the Self-Employed In June’s Monthly Tax Newsletter, there was a checklist with 14 tax planning ideas for the self-employed. The ideas expressed were simply one-lines. Below you will find related articles with the nuts...
How S Corporation Owners Can Cut Taxes by Keeping a Lid on Their Salaries

How S Corporation Owners Can Cut Taxes by Keeping a Lid on Their Salaries

by | Sep 1, 2021 | 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan | 0 comments

Tax Planning How S Corporation Owners Can Cut Taxes by Keeping a Lid on Their Salaries Bradford Tax Institute Estimated Tax Tip Savings: Depending on your own salary and profit distribution levels, we’re typically seeing cases in which the S corp. owner can...
Blueprint for Employee-Spouse 105-HRA (Health Reimbursement Arrangement)

Blueprint for Employee-Spouse 105-HRA (Health Reimbursement Arrangement)

by | Sep 1, 2021 | 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan | 0 comments

Tax Planning Blueprint for Employee-Spouse 105-HRA (Health Reimbursement Arrangement) Bradford Tax Institute The Affordable Care Act does not apply to a business that has only one employee.1 This opens the door for what we are going to call the 105-HRA. We created...
Tax-Saving Tip: Use Net Square Footage to Increase Home-Office Deductions

Tax-Saving Tip: Use Net Square Footage to Increase Home-Office Deductions

by | Sep 1, 2021 | 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan | 0 comments

Tax Planning Tax-Saving Tip: Use Net Square Footage to Increase Home-Office Deductions Bradford Tax Institute In its “I’m here to help you” publication on the home office, the IRS says, “You can use any reasonable method to determine the...
4 Ways to Evaluate Financial Aid Letters

4 Ways to Evaluate Financial Aid Letters

by | Aug 30, 2021 | 1-Financial Independence Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan | 0 comments

Retirement Planning 4 Ways to Evaluate Financial Aid Letters Financial-aid award letters are often jargon-filled and confusing. You need to know how to evaluate what you are really getting. Better knowledge just might lead to a better aid package. Financial aid award...
Tax Free Discount on Your Estate Tax Liability

Tax Free Discount on Your Estate Tax Liability

by | Aug 24, 2021 | 3-Estate Planning, Annuities, Blog Posts, Financial Edification, Life Insurance, Long-term Care Insurance, Newsletter, Products, The 4x4 Financial Independence Plan

Estate Planning Tax Free Discount on Your Estate Tax Liability If you have or will have an estate tax liability . . . watch this short video to learn how you avoid IRS seizure and liquidation of your assets, while paying the minimum estate tax with a tax free...