A simple plan that may help any person go tax free with a Roth, regardless of income. Plus, there is a hidden benefit for older folks and people with a higher income. So let’s dive in.Read More
If you want to make a financial plan, then this 10 step plan will make it a little easier for you to work through the vast and complex issues at hand.Read More
Learn how to make a charitable contribution out of your IRA. This special tax benefit allows you to avoid income tax and for your charity to receive the full distribution without paying any taxes!Read More
Karl Frank CFP® and Nathan Merrill discuss Biden’s proposed estate tax plan changes. We describe what the President proposed and what this means for Americans. The increase may affect more people than ever before. The tax rate may be higher. And the loss of a benefit called the step-up in basis could be very expensive...Read More
Karl Frank CFP® and Nathan Merrill discuss Biden’s proposed tax plan changes. This is the largest tax increase in US history, in dollar terms, and the second largest in history by percentage terms. Learn about the increased income tax. The long-term capital gains tax increased by the largest percentage in history. Learn about the estate...Read More
Read this Periscope to learn about the President’s proposed tax increases, including a huge increase in the long-term capital gains rate. Also, increases to the income tax rate, the step-up in tax basis, higher taxes on corporations and a gotcha for real estate investors. Second-largest Percentage Tax Increase in US History The proposed tax increases,...Read More
Read this Periscope to learn about how we assemble an expert network team, including a CPA, attorney, insurance expert and other professionals for our clients. Expert Network Team Podcast Click here to listen to Karl and his Expert Network Team’s latest podcast.Karl Frank and Nathan Merrill discuss practical plans for owners of stock options, restricted...Read More