Oct 26, 2020
Taxes are in the spotlight as we head toward election day. Rapper 50 Cent says he doesn’t want to become “20 Cent” under Democrat Joe Biden’s tax proposals, and he’s not the only one worried about it! This week, Jason discusses the tax moves you might want to consider before 2020 comes to a close. Schedule...
Oct 19, 2020
There’s a lot of opportunity for saving money – even during a financial crisis. This week, Jason discusses why it might make sense to take advantage of historically low tax rates while you still can in 2020. Plus, he’ll explain how retirees & near-retirees may also benefit from low interest rates by refinancing...
Oct 12, 2020
The President’s tax records are under scrutiny, but USA Today says it’s also causing some of us to question what we’re doing wrong with our own taxes. Jason breaks down what the media’s getting wrong about Trump’s taxes, and how the same tax code can benefit retirement savers too. Get started on your own...
Oct 5, 2020
We didn’t get much substance in the Presidential debate, but we do know what the candidates have proposed when it comes to taxes. This week, Jason breaks down one particular proposal from Joe Biden that could affect the tax breaks on your 401(k). Plus, why you might want to update your estate plan before the November...