Taxes
Tax Secrets of Health Savings Accounts
Health Savings Accounts have provided individuals with a tax-efficient method of paying for healthcare for years. As this article dives deeper into the HSA, is there more to this arrangement…
Read MorePodcast 100: How Do You Prepare Your Portfolio for What’s Coming?
Check out the latest episode of Ask Gregory where Gregory discusses how you can set yourself up for success in regard to the Federal Reserve’s recent interest rate hikes. …
Read MorePodcast 99: What’s the Impact of President Biden’s Student Loan Forgiveness?
On today’s episode of Ask Gregory Podcast, Gregory discusses the impact of President Biden’s Student Loan Forgiveness Plan and what implications this may have for borrowing money in the future.…
Read MorePodcast 98: Are you aware of new IRS changes that could affect your IRA?
When creating a retirement plan there are a lot of factors to consider, but have you heard about how converting your traditional IRA into a Roth IRA has the possibility…
Read MorePodcast 97: What Can I Do with My Portfolio to help Beat Inflation?
Does this current market make investing look scary? Join us for this episode of Ask Gregory where Gregory and Brandon Blanchard share some tips on how to adjust your portfolio…
Read MorePodcast 96: Can Backdoor Roth Conversions Help to Create Tax-free Income?
When creating a retirement plan there are a lot of factors to consider, but have you heard about how converting your traditional IRA into a Roth IRA has the possibility…
Read MoreRetirees, Make These Midyear Moves to Cut Next Year’s Tax Bill
In addition to all your summer activities, you may want to add one more: prepare for next year’s tax return. Enjoy this complimentary download: By submitting your contact information,…
Read MoreThe IRS backlog keeps growing
The IRS still has over 21 million unprocessed tax returns according to this article by The Week. Enjoy this complimentary download: By submitting your contact information, you consent to…
Read MorePodcast 92: Can Utilizing the Step-up Basis Save Your Heir’s Tax Dollars?
Get your complimentary guide to go with this episode: By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products.…
Read MoreHow to Minimize Your Heirs’ Tax Burden on Inherited IRAs and 401(k)s
Leaving individual retirement accounts or 401(k)s to adult children can create a tax burden according to this Barron’s article. Enjoy this complimentary download: By submitting your contact information, you consent…
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