2021
In this issue:
- Anniversary and a rodeo
- Portfolio diversification
- Tax planning podcasts
In this issue:
- A wedding and tax talk
- Possible tax increases
- Planning opportunities for the possible tax increases
In this issue:
- Rocks and pumpkin spice
- The "percent of AUM" fee
- Tax-efficient charitable giving
In this issue:
- Myrtle Beach and the RRC
- Retirement planning basics
- Roth conversions
In this issue:
- Flamingos and the RRC
- SECURE Act 2.0
- Understanding bonds
In this issue:
- Texas y'all!
- States that tax Social Security
- How gifts are taxed
In this issue:
- Rock Retirement Club and the new office
- What to do with employer savings plan after retiring
- Taxes on rental properties
In this issue:
- New office location
- Catching up on a retirement savings shortfall
- Net Investment Income Tax
In this issue:
- Spring is here!
- State tax-friendliness
- Interval funds
In this issue:
- Tax return season
- 20 steps to prepare for retirement
- Tax return checklist
In this issue:
- Welcome 2021
- New Coronavirus stimulus
- Beginning of year tips
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