Tax Loss Selling

Tax Loss Selling

 Tax Loss Selling: How To Keep The IRS Out Of Your Pockets Kevin Conard, CRPC®, shares how you can keep the IRS out of your pockets and save money with Tax Loss Selling in this quick video.   Video Transcription: Hey, my name is Kevin Conard. If you’re...
State Tax Deadlines

State Tax Deadlines

While the Federal government has extended tax filing and 1st quarter estimated payment deadlines to July 15th, not all states have complied with this extension. For instance, on April 2, 2020, the state of Kansas announced that they will now be moving their 1st...
Thank You, Senator Roth

Thank You, Senator Roth

Mirror, mirror on the wall, what’s the future tax rate for them all? No one quite knows how much their tax rate on retirement assets will be over a possible 30-year retirement. What we do know is the term “tax-free” means 0%. As far as I can tell, you can’t raise...