Hear from founder and president, Tim Doehrmann.
Tim covers the problem and how it can lead to an income tax bomb and a Medicare tax bomb. He also discusses the widow's tax and how an income tax bomb can affect your heirs.
Parts of the SECURE Act 2.0 go into effect January 1, 2023. There is a lot to unpack, but Tim hits on the highlights and how it will affect your retirement.
A good, comprehensive financial advisor can boost investment performance by using tax planning strategies, such as asset location. Here's how.
Tim shares a list of 7-figure retirement dos and don’ts. List lovers will appreciate these 8 financial tips for a successful retirement.
Moving to a state with no income tax in retirement sounds great, but what about property taxes, sales taxes, and insurance rates? Move for lifestyle, not taxes!
Tim talks about how proposed guidance from the IRS about required minimum distributions (RMDs) from inherited IRAs could affect you or your heirs.
Tim talks about 4 financial mistakes made in 2020 and 3 general financial mistakes that are not specific to 2020.
Tim talks about 4 strategies to consider in your Social Security planning process plus what you can do if you are not happy with the Social Security decision you have already made.
There is a lot of confusion about President-elect Joe Biden’s tax proposals. Tim highlights some of Biden’s tax proposals and what they could mean for your retirement.
Today we welcome Scott Witzig of Morton Community Foundation and talk about donor advised endowment funds.
There are several nuances to inheriting an IRA, depending on the relationship of the beneficiary to the IRA owner, whether the IRA was funded with pretax money, and whether the account owner was required to take RMDs.
We focus on tax planning here at Eagle Ridge Wealth Advisors. Today Tim covers four ways to use charitable giving to your advantage to reduce your tax liability.