Managing taxes is an important aspect of financial planning, especially when it comes to estate…
Tag: IRA
Rational Family
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“Securing Your Legacy: The Art of Naming Beneficiaries for Bank and Retirement Accounts”
When it comes to planning for the future, many people focus on building wealth and…
Rational Retirement
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The Top Five Things To Do Immediately When You Retire: Part Two
Determine whether you can afford to retire and how much to spend per year The…
Rational Retirement
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The Top Five Things to do Immediately When You Retire: Part One
If you’re about to retire or planning on retiring within the next five years,…
Save Taxes with a SEP IRA Today
A SEP IRA reads like a mess of letters, and spelling it out doesn’t necessarily…
Chronicles of Rationality Tax Week Part 1: 11 Best Tax Deductions for 2018
Now that Tax day has come and gone . . .let’s start planning for next…
End of the Year Checklist Part 2
Don’t ever say we aren’t giving. Here is Part 2 of our end of the…