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Apr 26, 2021

First, congress abolished the “Stretch IRA,” forcing you to withdraw all the money from an inherited IRA within 10 years. At least you could choose when and how to take it within that time. Now, a new IRS publication suggests you might have to take an RMD in each of those ten years. The Money Mentors talk about what...

Apr 19, 2021

April 17th is “Tax Freedom Day”…Surprisingly, most people still don’t do anything to lower their tax obligations, even though there are strategies designed to do that.  The Money Mentors explain the critical tax conversations you should be having with your financial advisor. Plus, what options do you have if...

Apr 12, 2021

Are you over-paying… or are you taking full advantage of the tax laws that might work to your benefit? The Money Mentors explain why having a good tax strategy might be even more important than having a good investing strategy. How can you start to “plan” your taxes? Visit