High Income? Which Savings Accounts Should You Fund First?
For many high earners the big question is where should I save my money first. Here we give the top accounts for the biggest savings.
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Wayne Jordan
Jul 24
How Tax Loss Harvesting can Reduce Taxes for Multiple Years
Learn how to minimize tax liability when generating cash out of investments.
Molly Jordan
Nov 15, 2023
Reduce your Taxes with Tax Loss Harvesting
Find out what Tax Loss Harvesting is and how it can save you on taxes!
Molly Jordan
Jul 26, 2023
Wondering which retirement plan is right for your small business?
Small business retirement plan comparison.
Michael Dayoub
Jun 15, 2023
Spend down your IRA so it's not inherited?
Not so fast -- we can do some tax planning to get the IRA taxes paid at the lowest rate possible. https://clark.com/personal-finance-cred...
Wayne Jordan
Jun 15, 2023
How does a rental property get taxed?
A couple of weeks ago I wrote a blog about how a primary residence gets taxed when sold. Continuing down that path, in today's post I...
Wayne Jordan
Jun 7, 2023
Tax-free growth with an HSA
When most of us think of retirement planning we think about our 401(k)s or IRAs. We don’t typically think about a Health Savings Account...
Wayne Jordan
May 11, 2023
Do I owe taxes when I sell my house?
Home prices in the US are up 32% on average over the last 3 years (according to Redfin) so there are a lot of homeowners sitting on big...
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