By Carson Johnson, CFP®, CRPC™, NSSA™
Capital gains can be one of the most overlooked investment tax traps in retirement. This is something that I have seen, we have seen, many times throughout working with retirees and really just…
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By Carson Johnson, CFP®, CRPC™, NSSA™
Step-up in basis is an important planning tool that can make taxable capital gains disappear when leaving property to your heirs. I want to talk about step-up in basis because it’s an important part…
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By Carson Johnson, CFP®, CRPC™, NSSA™
A Qualified Charitable Distribution is one of the best tax planning and charitable giving strategies available to retirees. For those that give regularly in retirement, they should consider this as…
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By Carson Johnson, CFP®, CRPC™, NSSA™
A Donor-Advised Fund is an excellent tool to maximize your charitable giving while minimizing your tax burden. I like to think of these accounts as a charitable giving account. How these accounts work…
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By Carson Johnson, CFP®, CRPC™, NSSA™
Many of you throughout your working career have contributed to a tax deferred retirement account, whether that be a 401k, 403b, 457, or even an IRA account. Once you hit a certain age, you’ll be…
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By Carson Johnson, CFP®, CRPC™, NSSA™
One of the most common questions that we get is, should I do a Roth conversion? And if so, how much?
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