Roger describes why deductions don’t always save taxes and what your better options may be.
The language of the IRS can vastly differ from general english definitions, which can effect you.
What is the Effective Tax on New Income and why is it so important?
It’s best to be well-informed when transferring IRAs. Includes a valuable description of the Retirement Account Timeline.
What are your best options for inheriting an IRA from your spouse?
Are you a coupon clipper? A description of the Tax Coupon and how it could benefit you.
What do we do things the way that we do? Because it’s the way it’s always been done!
Roger shows how different the language of the IRS is from everyday definitions. Getting professional financial advice can save you from irrevocable errors.
A discussion about arranging affairs and the efforts into tax-free transfers.
Roger explains estate planning for today. A brief look into the history of estate planning, tax planning and retirement plans over the years.