Impact on Roth Conversions if TCJA Doesn’t Expire (Dec. 20, 2024)
Phil talks about whether the urgency to perform Roth conversions has abated now that the Tax Cuts and Jobs Act is looking more likely to receive an extension.
Phil talks about whether the urgency to perform Roth conversions has abated now that the Tax Cuts and Jobs Act is looking more likely to receive an extension.
This week, Phil illustrates the sale of a primary residence and the immediate subsequent purchase of a new, smaller residence, covering how the proceeds are taxed and netted between the…
Phil and Tom tackle some of the most commonly posed questions that have come in from users during case work and the feedback widget.
Phil discusses considerations for ensuring that both spouses feel as though the plan has been designed for their needs together as well as the needs of the survivor.
Phil discusses presenting IncomeConductor Pro plans to clients.
Phil & Tom discuss filling tax brackets with Roth conversions.
Phil discusses modeling existing annuities as well as projected future annuity purchases.
Phil discusses segment theory, structure, and customization.