Social Security 2023…Just The Facts!

by jeffgaston | Aug 3, 2023 | IRMAA, Uncategorized

Social Security Raise In retirement when it comes to income there is Social Security and for many retirees the key question this year like every year is “will there be a Social Security Raise?” Thankfully the answer to this question of there being a Social Security...

Qualified Plan Opportunity Cost – you get a tax deduction for deposits to a retirement plan, but are you leveraging the tax savings or wasting it?

by jeffgaston | Apr 27, 2023 | Uncategorized

View Mark’s video ‘Qualified Plan Opp Cost’...

Opportunity Cost, The money you are unknowingly and unnecessarily losing.

by jeffgaston | Apr 27, 2023 | Uncategorized

View Mark’s video ‘Opportunity Cost’...

Excess Disability Insurance, Does your coverage replace your paycheck?

by jeffgaston | Apr 27, 2023 | Uncategorized

View Mark’s video ‘Excess Disability Insurance’...

The Partial Roth Conversion is a Most Valuable Tax-Planning Strategy

by jeffgaston | Apr 8, 2023 | Uncategorized

Introduction The Roth IRA is one of the most important and available of all retirement and tax planning strategies. It is worth all this attention because it can substantially reduce the total income taxes paid by individuals, their families, and their beneficiaries....

How to Transition an IRA to a TAX-FREE account without a ROTH Conversion!

by jeffgaston | Apr 3, 2023 | Uncategorized

View Mark’s video ‘IRA Rescue’...