Capital gains apply to several different assets in the Taxable Bucket like stocks, bonds, real estate, bit coin, collectibles, etc.
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Why getting close to $0 on your tax refund or owed is a good goal and how we help our clients dial that in.
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Employer match can now go into your Roth bucket if your plan allows for it...
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We tend to focus on the tax bracket that we fall into and assume that we pay that on every income dollar... but that's NOT the case.
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You do NOT need to put everything that you save into retirement accounts... even if you are only saving for retirement.
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We jammed as much tax information as possible into 1-page (double-sided) as a reference for your 2023/2024 calendar years.
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Is there ever a situation where we would recommend NOT filling the tax-free bucket? Here is a hypothetical scenario in which we show how Roth conversions do NOT
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Meet Bob & Jane Smith - a hypothetical couple that shows compelling numbers FOR doing Roth conversions. The names are fake, but the numbers are REAL.
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We LOVE to talk about "Tax Buckets"... so what are they!? Primer of things to come...
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What exactly ARE taxes and why do we pay them!?
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