Decoding Retirement Taxes: Roth IRA, 401(k), and More

Retirement Tax Planning

Are you concerned about facing financial challenges during retirement, relying heavily on Social Security, and struggling to support your family? Around 20% of Americans have no retirement savings, potentially placing them directly in the path of these challenging situations. Without adequate savings, these distressing scenarios could become your reality too. But, don’t worry. Explore different […]

Proactive Retirement Tax Planning: A Roadmap to Financial Freedom

Retirement Tax Planning

Are you thinking about how to make the most of your hard-earned savings for a comfortable retirement? If so, strategic tax planning for retirement is a key piece of the puzzle you won’t want to overlook. It’s all about making informed decisions today that will help you save on taxes and secure a financially stable […]

Author

Joe has 25+ years as a Certified Public Accountant licensed in the State of Texas and solving IRS problems. Current member with the American Institute of Certified Public Accountants (AICPA), Texas Society of CPA’s (TSCPA), National Society of Accountants (NSA), Bachelor’s degree in accounting (BBA), Master’s degree in Business Administration (MBA) at Texas A&M Corpus Christi. Experience in a variety of industries as Controller, CFO and tax resolution issues for both business and personal tax cases.