Planning for retirement is a crucial aspect of financial well-being, and the Internal Revenue Service (IRS) offers various tax-advantaged strategies to help individuals save and invest...
Posted by Jim McClaflin, EA, NTPI Fellow, CTRC on 11/27/2023
Retiring abroad is a dream for many individuals seeking adventure, a change of scenery, or a more affordable retirement lifestyle. While retiring to a foreign country can be an exciting...
Posted by Rosovich & Associates, Inc. on 10/31/2023
Financial freedom is a dream for many, but it often remains elusive due to a lack of understanding about the different levels of financial independence and how to reach them. This...
Posted by Rosovich & Associates, Inc. on 09/30/2023
Retirement should be about living your best life, and enjoying what you love, whether it is relaxing on the beach or on the golf course. It shouldn't involve worrying about debt,...
Posted by Taxes Made EZ Inc on 11/30/2022
Even if you're an expert at something, getting a second opinion is always a good thing. When it comes to money matters, getting help is very important. A financial advisor can...
Posted by Rosovich & Associates, Inc. on 09/30/2022
We totally get it. People with thousands and millions of dollars sometimes like to hide their money abroad.Of course, the government disapproves of tax evasion. After the financial...
Posted by Jim McClaflin, EA, NTPI Fellow, CTRC on 12/27/2021
Traditional and Roth IRAs may be the king and queen of the retirement prom, but there are other great options that savers shouldn't ignore.Although there are lesser-known SEP,...
Posted by Jim McClaflin, EA, NTPI Fellow, CTRC on 06/06/2021
Certain disability and retirement benefits may be open to qualified Railroad employees and their spouses.Railroad Retirement is similar to the Social Security system but legislatively...
Are you a government worker? If yes, the government has made a system where you can start saving for retirement known as the Thrift Saving Plan. These savings are paid as contributions...
Posted by CORE PERFORMANCE on 07/09/2022