Latest articles by Paul Sundin, CPA
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The Ultimate Tax and Retirement Strategy for High Earners
retirement Everyone's heard of pension plans, but have you heard of a cash balance plan? It’s a way to sock away large amounts of cash for retirement on a tax-deductible basis.
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3 Tax-Planning Mistakes Retirees Too Often Make
retirement Tax-cutting strategies change once you retire, and some ideas that helped while you were working no longer apply once you start taking Social Security and RMDs. Don't make these three common mistakes.
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7 Interesting Facts I Discovered in Donald Trump's Tax Return
taxes Some thought-provoking gems about income, losses and alimony lie buried in the old document (limited as it is), if you read between the lines.
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The Bitcoin IRA: 5 Essential Facts You Need to Know
IRAs When you think IRA investments, you're probably not thinking bitcoin. With a self-directed IRA, investing in the skyrocketing currency could be an option. But should you go for it?
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3 Game-Changers for Investors in the New House Tax Plan
taxes While the newest tax plan is still in its early stages, it's not too early to start thinking about how you may be affected.
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