Deductions Don’t Always Save Taxes

Roger describes why deductions don’t always save taxes and what your better options may be.

Language of the IRS

The language of the IRS can vastly differ from general English definitions, which can affect you.

Tax Coupon

Are you a coupon clipper?  A description of the Tax Coupon and how it could benefit you.

Tax-Free Transfers

A discussion about arranging affairs and the efforts into tax-free transfers.

Inheriting IRAs

What are your best options for inheriting an IRA from your spouse?

Effective Tax On New Income

What is the Effective Tax on Net Income and why is it so important?

Lump Sum

Roger shows how different the language of the IRS is from everyday definitions. Getting professional financial advice can save you from irrevocable errors.

Taxes Through Time

Roger explains estate planning for today.  A brief look at the history of estate planning, tax planning and retirement plans over the years.

Transferring IRAs

It’s best to be well-informed when transferring IRAs. Includes a valuable description of the Retirement Account Timeline.

Turkey Story

What do we do things the way that we do? Because it’s the way it’s always been done!