Like people, every retirement plan is different. And the key takeaway is that even if using sophisticated financial modeling software, there is no one-size-fits-all rule. The “comfort zone” ...

What is your retirement safe withdrawal rate? Do you really need to limit it to the 4% Rule or is there a better way?

Have you taken money out of a Roth IRA? At this time of year, it is common for tax preparation clients to ask me about Roth IRAs and taxes. So, ...

There may come a time when you want to sell your rental property. After putting in all the time dealing with toilets, tenants, and trash, you’re looking to ...

You’ve worked hard. And now you want to enjoy your rewards after having invested blood, sweat and tears building your business. If you’re lucky you get ...

Here’s the latest question to the Tax Corner: Can I still deduct an IRA when contributing to a 401k plan? Does any participation in an employer sponsored plan ...