Capital Gains/Losses - Now is the time to alert your tax professional

Posted on November 15, 2019

We wanted to be proactive and provide a friendly reminder that this time of year is the perfect time to review your statements for the capital gains/losses section for tax planning purposes. Below are some pointers as you are reviewing your accounts.

Do I have to worry about capital gains/losses for tax purposes?

The rule of thumb here is if you have capital gains/losses in a retirement account, you do not need to worry about them; however, if you have capital gains/losses in a non-retirement account, then you need to pay...

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Matt, Dan and Steve Complete Advanced Training Through Ed Slott & Company, LLC

Posted on October 7, 2019

Matt, Dan and Steve completed their semiannual training with America’s IRA Experts at Ed Slott and Company, LLC in Dallas in September. The workshop provided in-depth technical training on advanced retirement account planning strategies, estate planning techniques and new tax laws, as well as a proactive look at legislation currently being considered by Congress that would bring significant changes to the way Americans plan for retirement. 

To find out more, access the press release here.

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Doom & Gloom or Continued Growth? [Matt’s Minutes August 2018]

Posted on September 7, 2018

Matt gets into his thoughts about the recent media noise in addition to the mid-term election, GDP, private equity firms and more in this month's short clip. No time to watch? Click here for the closed captions.

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“Back Door” Roth IRAs Officially Get Green Light from IRS

Posted on July 27, 2018

The IRS recently published some great news, especially for high income earners, regarding "back-door" Roth IRAs.

For those of you that are unfamiliar with this term, the back-door Roth allows high income earners to bypass the Roth IRA contribution income limits. It works like this: if you are under 70.5 years of age, you can make a nondeductible traditional IRA contribution. For 2018, you can contribute up to $5,500 ($6,500 if you are 50 or over). Your high income is not a problem as there are no income limits on nondeductible traditional IRA contributions. Next, you convert your 2018 traditional...

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Tariffs & Trade War - Matt’s Minutes June 2018

Posted on July 6, 2018

Matt Curfman, CFP®, President & Co-Owner of Richmond Brothers, Inc. covers how the markets fared the first half of 2018 and what Richmond Brothers thinks as talks of tariffs and trade wars are upon us.

Don't have 5 minutes to watch? You may access the closed captions here.  

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