On July 4th, President Trump signed the “One Big Beautiful Bill Act” (BBB) into law, introducing wide-ranging changes to areas such as taxes, benefits, and savings. While much of the discussion has been political, our focus is on what it means for your financial plan....
When planning for retirement, taxes can take a bigger bite out of your savings than you might expect. One way to stay ahead of this is by considering a Roth IRA conversion. Here’s how it works: you move money from a traditional IRA or 401(k) which hasn’t been taxed...
If you’re approaching retirement and hold employer stock in your 401(k) or company retirement plan, there’s a little-known tax strategy that could save you significantly in taxes: Net Unrealized Appreciation (NUA). Many people assume rolling over their entire 401(k)...
With headlines dominated by trade tensions and new tariffs, it’s easy to feel the urge to react and make changes to your portfolio. However, history shows that emotional investment decisions often lead to costly mistakes. Before you decide to exit the market due to...
As tax season approaches, here’s a quick list of creative deductions business owners often overlook: 1. Online Advertising: Do you advertise on social media platforms like Facebook or Instagram? What about search engine ads, sponsored articles, or podcast...
Tax Season by jarrichg@billgoodmarketing.com | Jan 24, 2025 | UncategorizedAs tax season approaches, here’s a quick list of creative deductions business owners often overlook: 1. Online Advertising: Do you advertise on social media platforms like Facebook or...
