Tax Reform and Market Turmoil

In this week’s Hidden Wealth Review, I teach that the market is uncertain about what’s going to happen with the Trump Tax Reform Plan. A new modification of several categories in the plan came out of the Senate this past week. This news sent the market...

Tax Reform and Market Turmoil

In this week’s Hidden Wealth Review, I teach that the market is uncertain about what’s going to happen with the Trump Tax Reform Plan. A new modification of several categories in the plan came out of the Senate this past week. This news sent the market...

Tax Reform, Who Will Pay More?

In this week’s Hidden Wealth Review, I teach that the Trump tax plan has been released and many people have a lot of questions about the plan’s impact on them. I want to clear up some of those questions for you, as simply as I can. An article...

Is your IRA really an IOU to the IRS?

To start this week’s Hidden Wealth Review, I want to ask you a question. Is your IRA really an IOU to the IRS? If you’re reading this and you have annual income of $50,000 to $150,000, the Brookings Tax Policy Center just reported that three out of ten...

Higher Taxes are Coming; Avoid Them!

In this week’s Hidden Wealth Review, I teach that the “tax gotchas” just keep on coming. I want to share a story about a client who works for the federal government. He is fed up with the tax that he has to pay back to the government due to his...