Taxes
Tax Strategies and Lingo Made Simple: A Useful Guide
Gain valuable insights into common tax terms and some of the most popular strategies for reducing what you pay.
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Taxes
AGI (Adjusted Gross Income): The Tax Acronym You Can’t Ignore
Gaining insight into your Adjusted Gross Income can pave the way for a prosperous and tax-smart financial future.
Retirement Planning
Roth Conversion Strategies: How to Model them in the Boldin Planner
Get a guided walk through of the new Roth functionality and get tips for making the most of the tool. Plus explore all the ways we help you make better decision…
Taxes
Is a 529 Plan Right for You? Tax and Estate Benefits
A 529 plan can be a tax advantaged way to fund education. However, the real benefits of these accounts are greater for some.
Taxes
Podcast 70: Burton Malkiel and “A Random Walk Down Wall Street” 50 Years Later
Professor Malkiel discusses the latest edition of his legendary book and some of the biggest lessons from his own life.
Taxes
Tax-Free Retirement Income: 7 Sources to Consider
As a lifelong worker who paid their fair share of taxes, make sure you take advantage of these sources of tax-free retirement income.
Social Security
Podcast: Mike Piper — Social Security and Tax-Efficient Retirement Planning
Steve and Mike discuss Social Security planning, Roth conversions, and retirement account distributions.
Taxes
Retirement Withdrawals and Taxes: How to Pay Less
Retirement withdrawals taxes are important to consider. A tax-efficient strategy for can be the difference between thriving and scraping by. Much has been writt…
Pensions
Is a Tax Sheltered 403(b) Annuity a Good Investment?
What is a 403(b)? A retirement plan for school, church, and nonprofit workers. See how it works, 2026 limits, and whether a 403(b) is an annuity.
Taxes
Net Unrealized Appreciation (NUA) for Company Stock
If you have company stock in a 401(k), you will want to learn about Net Unrealized Appreciation (NUA) and how to minimize taxes when you rollover these funds to…
