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Video
Gifting Real Estate & Potential Tax Consequences Matt goes over the tax difference between if you inherit real estate vs. are being gifted real estate. He also discusses what you should always do if you are unsure if it was gifted or inherited.   FOR MORE RETIREMENT INFORMATION CHECK OUT OUR PODCAST EPISODES! PODCAST  ...
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  Tax Strategies For Retirement The Treasury and the IRS are lowering the withholding underpayment threshold to 80% to give more taxpayers relief from tax penalties if they didn’t withhold enough taxes from their paychecks last year in the wake of 2018 tax overhaul. Below is a PDF version of the article Matt talks about...
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Tax Strategies For Retirement Matt goes over two different scenarios. The first one is a couple who has all their money in IRA’s, the second scenario is when they have their money distributed between different tax buckets. You will be amazed on how much they save! Below are a few pdf’s you can use to...
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There have been major changes since Trump went into office. Check out our video to learn more. Below are some materials to follow along with as you watch the video.  
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  If you couldn’t make it to the lunch and learn last month, check out the video! See below for two pdf’s  to look over while you watch it. Enjoy! PDF Files: Old v New Brackets Lunch n Learn Jan 24 Notes
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