529 Plan to Roth IRA Transfers
Here’s a quick overview of this new opportunity starting in 2024.
Is it Time to Sell Your I-Bonds?
Probably, yes.
The Case Against Intuition
“Want to invest successfully? Quit trying to make sense of it.” – Jeffrey Ptak
TD to Schwab Merger – A Client’s Guide
If you have accounts at TD Ameritrade, here’s what to expect upon the transition to Charles Schwab.
Thoughts On Market Timing
Simply don’t do it.
It’s About Time to Review Your Taxes
Download a 2022 Tax Return Checklist to help with your annual tax review here.
Thoughts on Artificial Intelligence
Is AI poised to be the next hot tech trend to spark mass investor mania?
SECURE Act 2.0 Highlights
Here are a few planning opportunities resulting from the SECURE Act 2.0.
The Timing Conundrum
Worried about investing at a poor time? Compounding and time are saviors for long-term investors.
Nebraska Microenterprise Tax Credit
Here are 4 quick tips when considering this tax credit for Nebraska businesses with 5 or fewer employees.