Hans and Robby are back again this week with a brand new episode The discussion turns to Roth IRA's and all the need to know information to help you today as well as later on down the road Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]

Hans and Robby discuss tax-free retirement savings and the three different tax characterizations or situations your money might be in including a taxable account a tax deferred account or a tax-free account Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]

With quickly approaching Hans and Robby go over some need to know details about new RMD's and RMD Levels Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]

Hans and Robby talk about current tax brackets and retirement planning under these parameters Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com [... more]

Hans Robby help us understand this sometimes confusing but very important topic Just another step in Finishing Well [... more]

There are tax benefits you are going to get out of having a Roth IRA in retirement Hans goes over what these are as well as what you can do right now no matter your age to make sure your IRA and k accounts are in a good spot Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com [... more]

Gov Roy Cooper emerged from a recent meeting with business executives and proclaimed that none of them had asked for a tax cut Cooper used that fact to bolster his opposition to reducing business taxation The problem for Cooper is that every company cited in his comments about the meeting has taken advantage of targeted state tax breaks Those targeted incentives top million Jon Sanders John Locke Foundation director of regulatory studies analyzes the governor's skewed view of business tax policy The N C Coalition for Charter Schools has named Lindalyn Kakadelis as its new executive director Kakadelis explains how [... more]

Butt Dust We know it sounds weird but as always Robby explains not only how this is relevant to scripture but how it is relevant to money specifically IRAs Hans talks about everything he learned at his tax conference recently that focused on how to maximize your use of IRAs especially traditional vs Roth IRAs Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide [... more]

Everyone's IRA is different but yet they are still taking advice and facts from their friends and family Hans and Robby address this issue as well as all the options you have for making the most of your IRA by lowering your taxable income not receiving penalties and handling required minimum distributions First up is penalties for required minimum distributions Some people have this idea that they never want to pay taxes so they are not going to touch their IRA This is a mistake as not taking out distributions after is going to land you with a huge penalty [... more]

It's not what you make it's what you keep And the biggest thing standing in between is taxes Taxes are one of our largest known expenses Many people try to save on taxes for income they earned last year without planning to save in all the years ahead Tax reform has given us some great opportunities to save to plan and to minimize your lifetime tax liability Listen to this week's episode to understand the opportunities and strategies you should consider in your planning to keep more of what you make [... more]

The Triangle made Amazon's cut for the list of potential sites for the online retailer's second headquarters Rick Henderson Carolina Journal editor-in-chief analyzes the issues surrounding the local bid to land Amazon's HQ and its promises of jobs The federal tax reform package has grabbed recent headlines but advocates of better tax policy have seen recent gains at the state and local levels as well Patrick Gleason director of state affairs at Americans for Tax Reform says his group has been happy to see recent victories against taxes on soda and plastic bags Tighter security measures could be on the [... more]

Is a Roth conversion a logical move for you to make or not John breaks down the pros and cons of converting money to Roth in various situations [... more]

In a continuation of a previous week's conversation about financially savvy grandparenting John touches on the six tips for grandparents to consider as they help their grandchildren grow into financially savvy adults [... more]