Five years of blogging!!!! When we first started, we might wonder if we could ever run out of topics. Have no fear, not only did we have plenty to write about in 2019 but we still have a long list of great ones for 2020.
Things change once you leave your 20s behind. In your 30s, marriage figures more prominently. There’s kids or future kids. And of course, you’re in your income-earning, wealth-building years so you start to plan for retirement.
These major themes in your 30s set up 5 financial tasks to tackle.
One of the more dangerous, dangling carrots I have seen lately is the Qualified Opportunity Zone (QOZ).
The claim: “Take Highly Appreciated Stock, Sell It, Invest in a QOZ, and Your Taxes Disappear”
Sounds compelling, doesn’t it? Too good to be true? At least worth a closer look.
Estate planning gets complex sometimes. Clients often ask about the benefits of converting a traditional IRA into a Roth IRA. And there are benefits. So, maybe we should consider them.
Leaving Roth money in an estate has 4 basic benefits.
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