Roth IRA

There’s a lot of action going on right now in the tax world. Here are 3 quick summaries of some recent rulings:

Now that I’m back doing strategies again, I’m starting to see even more clearly just why the Solo 401(k) plan may be one of the best tax-planning tools to come along in years!

There is a new online workshop every week as part of the First Class Lounge. Remember, these are all part of your membership which costs less than $10/month. And, the first 30 days are free.