InSight

Month: May 2021

Taxmageddon
Articles
Kevin Taylor

Tax-smart moves that don’t involve tax deferral

Tax-smart moves that don’t involve tax deferral There are several methods that tax planners can use that are not part of the tax deferral strategy category and that might find new and improved legs as this change happens.   Contribute to

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Taxmageddon
Articles
Kevin Taylor

What is ‘Taxmageddon’?

We’re currently looking for major overhauls in taxation for corporations and people in the coming years. General civil unrest, combined with decades-long examples of corporations and individuals paying no and very little taxes, is causing a groundswell of discussion in

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Articles
Kevin Taylor

Should you own Zombie Apocalypse Insurance?

Should you own Zombie Apocalypse Insurance?: Four risk mitigation disciplines to get familiar with Zombie Insurance exists…yes really, if only as a marketing ploy for insurance shops. But it gives us a great reason to discuss the different types of

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New
Kevin Taylor

Understanding Roth IRAs and the Pro-Rata Rule

Roth Individual Retirement Accounts (IRAs) can be a great addition to your retirement savings plan. Many people use Roth conversions to get around income limits on Roth IRAs. However, there’s a tricky tax rule called the Pro-Rata rule that can

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