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Financial Planning

Financial Planning Tax Tips in 2020

On occasion, accelerating income taxes can make sense. For many people, the confluence of the global pandemic and subsequent economic recession has potentially caused the following: employment termination, reduced hours, work furloughs, the elimination of RMDs for 2020 (the CARES Act), and significantly less capital gains due to the precipitous drop in the stock market. … Continue reading Financial Planning Tax Tips in 2020


               In response to the COVID-19 global pandemic, Congress passed the Coronavirus Aid, Relief, and Economic Security Act (CARES) on March 27th, 2020, a $2 trillion stimulus package – the largest in history. More than anything, this is truly a rescue package chalk full of provisions to help support individual Americans, small businesses, large corporations, and, … Continue reading The CARES Act

How I Stopped Worrying About Uncertainty and Learned To Trust the Numbers

Back in 1946, a nuclear physicist working at the Los Alamos National Laboratory, Stanislaw Ulam, was convalescing from an illness.  Unable to binge Netflix (as I do when recovering under bed rest) he instead amused himself by playing solitaire.  Ever the mathematician, Ulam began wondering about the statistical probability of a successful solitaire game.  As … Continue reading How I Stopped Worrying About Uncertainty and Learned To Trust the Numbers

Backdoor Roth IRAs

For middle to high income earners, there are IRS limitations on the tax benefits allowed for both Roth IRA and traditional IRA ownership. For an individual with a modified adjusted gross income (MAGI) exceeding $135,000 (single filers) and $199,000 (married joint filers), the ability to contribute to a Roth IRA is completely phased out. 1 To … Continue reading Backdoor Roth IRAs