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How to Take Advantage of Tax Reform Before Year’s End

Jude Heath CPA of the Total Wealth Authority

by: Jude Heath CPA 6 tax savings ideas to consider before year’s end 1. Pay your 2018 property taxes early If your state and local taxes will be greater than $10,000, pay the excess by December 31st, leaving $10,000 to deduct in 2018. 2. Make an extra mortgage payment Make your January mortgage payment in
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Winning at Life: Randy in Picayune’s Plan to Avoid Lottery Taxes

Jude Heath CPA of the Total Wealth Authority

Randy in Picayune calls in to WInning at Life to ask Gregory Ricks, James Parker, and our CPA Jude Heath about his scheme to avoid paying big taxes on his lottery winnings.

How Your Inherited IRA Is Taxed

Have you inherited an IRA? What type of IRA is it? Your answer will matter a lot when it comes to your tax bill. Inheriting a traditional IRA will have very different tax consequences than inheriting a Roth IRA. Consider the following example. Let’s say Tom named his three children as beneficiaries of his three-million-dollar
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Winning at Life: How Should Newlyweds Invest Beyond Their 401ks?

On Winning at Life, Gregory Ricks and James Parker discuss a comment card from a recent Gregory Ricks Live. They are newlyweds in their 30s looking for some direction on what they should be doing now that they’ve maxed their 401ks, and would like to invest beyond that.

Winning at Life: How to Slash Taxes on Company Stocks in Your 401k

On Winning at Life, Gregory Ricks and James Parker explain how a rarely used rule called Net Unrealized Appreciation can dramatically reduce the tax burden of getting stocks out of your company plan.