Chris Robinson As tax season 2024 comes to a close, it’s time to look ahead and prepare for potential tax increases looming on the horizon. Provisions from the 2017 Tax Cuts and Jobs Act (TCJA) are set to expire by the end of 2025, meaning tax rates could rise in 2026. Here’s what you need…
Tag: Dollars & Sense
Features, November 2023
Dollars & Sense: Transforming Your Financial Future: The Power of the RFG Blueprint Process
Chris Robinson, ChFC Are you successful but overwhelmed by the lack of progress in your financial life? You’re not alone. Many individuals find themselves in this situation, struggling to navigate the complexities of financial planning. That’s where the RFG Blueprint Process comes in. This robust framework helps reshape your financial future. A Pathway to Financial…
Features, May 2023
Dollars & Sense: Roth IRA vs. Roth 401(k)—Which Account Is Right for You?
Sarah Brenner, JD You may have heard about the increasing availability of Roth options in 401(k) plans. You may be wondering about the differences between a Roth IRA and a Roth 401(k) and which one is best for you. While both accounts offer the ability to make after-tax contributions in exchange for tax-free earnings down…