By John H. Robinson, Financial Planner (December 2025) Meet the Trump Account The OBBBA created this intriguing, unique new investment account aimed at combatting systemic multigeneratinal … [Read more...] about Stocking Stuffers: 5 Quirky Tax Tips & Tricks to Keep in Mind
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Not So Hot TIPS
Not So Hot TIPS
Financial journalists love Treasury Inflation-Protected Securities. I do not. By J.R. Robinson, Financial Planner (November 2024) With fears of a resurgence of … [Read more...] about Not So Hot TIPS
Look Both Ways Before Converting Your 401(k) to a Roth IRA
Look Both Ways Before Converting Your 401(k) to a Roth IRA
Two IRS Rules that Could Torpedo Your Tax Planning By John H. Robinson, Financial Planner (November 2024) You do not have to search too hard to find advice about Roth Conversions. … [Read more...] about Look Both Ways Before Converting Your 401(k) to a Roth IRA
Social Security Administration New Login Requirements
Social Security Administration New Login Requirements
Establish your Login.gov andID.me credentials before a hacker does! By John H. Robinson, Founder/Financial Planner (October 2024) The Social Security Administration (SSA) is rolling out … [Read more...] about Social Security Administration New Login Requirements
The Tax Cuts & Jobs Act Has a New Lease on Life. What that Means for You.
The Tax Cuts & Jobs Act Has a New Lease on Life. What that Means for You.
It looks like the TCJA will not be sunsetting. That doesn't make Roth Conversions less appealing, only less urgent. By John H. Robinson, Financial Planner (November 2024) Readers of our content … [Read more...] about The Tax Cuts & Jobs Act Has a New Lease on Life. What that Means for You.
