It may sound wonky, but the difference matters, especially to a financial planner. Check out the video to learn the difference and see how your marginal tax rate can help you choose the best type of retirement plan.
By Brent Weiss, CFP®, ChFC® The capital gains on stocks, mutual funds, and other investments can have a huge effect on your taxes, Brent explains.https://youtu.be/rIl6Fc12GEQ
By Brent Weiss, CFP®, ChFC® If your income is too high to take advantage of a conventional Roth IRA, or you’d like to put away more
By Brent Weiss, CFP®, ChFC® Brent highlights common tax mistakes that can delay your refund or even cost you additional taxes, penalties, and interest.https://youtu.be/cq22nyumhzg Time Stamps:
By Brent Weiss, CFP®, ChFC® The $1.9 trillion stimulus bill, the third in the pandemic era, is more than just $1,400 checks. Brent outlines what it
By Brent Weiss, CFP®, ChFC® With today’s low rates, is it time to refinance your debt? Brent highlights several ways to take advantage of rock-bottom interest
By Brent Weiss, CFP®, ChFC® When two people buy a home, should two names be on the mortgage? Brent outlines the financial and psychological factors to
By Brent Weiss, CFP®, ChFC® When you marry someone, are you marrying their credit score as well? Brent highlights common misunderstandings about marriage and credit.https://youtu.be/7YTzFtfAwHM
By Brent Weiss, CFP®, ChFC® One of our co-founders was recently victim of a fraudulent unemployment insurance claim. Want to learn what you can do to
By Brent Weiss, CFP®, ChFC® https://youtu.be/HzaD7QSZuWA
By Brent Weiss, CFP®, ChFC® and Lisa Rapuano, CFA Brent and Lisa answer your question: What do Reddit, Hedge Funds, Wall Street and Short Squeezes have
By Brent Weiss, CFP®, ChFC® Brent breaks down the differences between a traditional IRA and a Roth IRA and how to use them to achieve a