2022 Tax Planning
For Your Retirement
In this episode we discuss things you can apply to your 2021 tax return and things to look out for the 2022 tax year.
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Accessing Retirement Before Age 59.5
For Your Retirement
Today we dive into how you can acess your retirement before age 59.5.
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Charitable Strategies
For Your Retirement
In this episode I discuss some strategies for donating to charity and how it can benefit you when filing your taxes.
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Retroactive Tax Planning for 2021
For Your Retirement
Learn about some strategies still available to affect your 2021 tax return even though it is 2022, like IRA, HSA and self-employed retirement plan contributions.
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Irreversible Decisions
For Your Retirement
A lot of decisions about financial planning can be changed later, and given the nature of an uncertain future almost certainly will be adjusted. But there are some decisions that can't be undone, like missing Medicare enrollment, annuities and Roth conversions. Visit .
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Book Review: The Psychology of Money
For Your Retirement
In this episode we dive into my review of The Psychology of Money by Morgan Housel.
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After Tax Funds
For Your Retirement
In this episode we discuss after tax funds in IRAs and how they are different from Roth IRA's, and why you should care.
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Social Security Update
For Your Retirement
In this episode we discuss the new 2021 social security update and what it means for your future.
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Estate Tax
For Your Retirement
****Please note any changes to the estate exemption are no longer applicable for 2021 planning purposes, as of 11/17/21. This episode was recorded when there were anticipated changes. This could still be educational and you should monitor proposed legislation because changes could still happen in the future, but action items with deadlines no longer apply as of 11/17/21. **** Listen in to hear how the estate exemption works and what sort of options may be available to you if you ever need to worry about estate tax in the future.
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Open Enrollment
For Your Retirement
This episode covers those decisions you have to make around open enrollment. Listen in as we discuss group life insurance, group disability, FSAs and more. Interested in learning more? Visit http://provisionfinancialplanning.com/
info_outlineToday, Max Raimer joins the conversation about what types of insurances you should be looking at.