How To Avoid Paying Capital Gains Tax? Freedom From Your Fear Of Selling With Eric Brotman “The most rewarding part of what I do is seeing the positive outcomes and positive outcomes for us and our clients aren’t necessarily investment returns or something quantitative, their life moments they’re being able to retire with dignity …
I talk a lot about Roth 401(k)s and IRAs in articles, podcast episodes, and even client meetings. Generally, that message is for someone in their early 20s who is new to the corporate world and probably not making a lot of money. Is it still a good option for those who are in higher tax …
It’s time to talk about what may be the best-kept secret when it comes to saving money on taxes: Health Savings Accounts. The benefits of this account are so great that it almost feels like the IRS made a mistake and wouldn’t want us to know about it. Read the Article
With an election coming up and a second stimulus package being discussed, assuming that we’ll be seeing a change in taxes is a pretty safe bet. Tax changes can have a significant impact on lifestyle for retirees—but that impact can be minimized through proper planning. Read the Article
In this episode, Eric is joined by Brett Swarts, founder of Capital Gains Tax Solutions, to discuss strategies for deferring capital gains taxes when passing assets between generations. What is covered during the episode How debt is worsening…
For anyone trying to save money, getting started can be the hardest part. Before you start, there are two important things I want you to understand: why you’re saving money and how you can do it with specific goals in mind. Read the Article
Published on Forbes.com They say only two things in this life are certain: death and taxes. While that may be true, what if I told you that you could minimize your tax bill while you’re alive and contribute a meaningful donation to your favorite charity after you die? Read More
Published on Forbes.com Across the country, laws that regulate how and why a salesperson can sell you a financial product (insurance, stocks, financial plans, etc.) are changing in attempt to protect consumers. Here’s everything you need to know so far. Read More
Eric Brotman discusses how understanding the impact that the 2018 income tax changes has on your wealth is critical to reaching financial independence with attorney and the “funniest tax guy in America,” Edward Lyon. In this episode: What…
Published on Forbes.com Paying taxes isn’t something anyone wants to do, but it is unavoidable. Especially for millennials, understanding the proper way to file taxes can save you a lot of money and therefore increase the amount you’re able to put away for retirement. Read Article
