Most people wait until tax season to think about taxes, but by then, the window’s closed. Scott and Nick talk about how the best planning happens now, when there’s still time to adjust what’s already in motion. They get into some of the details that help shape your future: RMD timing, Roth conversions in the “golden window,” how bunching charitable gifts really works, and what happens when you accidentally nudge your income above a Medicare bracket. A friendly reminder that a little attention...
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Most people wait until tax season to think about taxes, but by then, the window’s closed. Scott and Nick talk about how the best planning happens now, when there’s still time to adjust what’s already in motion. They get into some of the details that help shape your future: RMD timing, Roth conversions in the “golden window,” how bunching charitable gifts really works, and what happens when you accidentally nudge your income above a Medicare bracket. A friendly reminder that a little attention...
The S&P 500 was up 25% in 2024, so is that all you need for a strong financial future? Not so fast. Putting all your money in one place—even a good one—is risky. Smart investors look beyond the U.S. to global markets, small-value stocks, and international giants like Toyota and Taiwan Semiconductor. More variety = less risk. Join us to see just how staying broadly diversified means so much more than simply investing in the S&P 500. Ready to learn more? Scott Frank on LinkedIn&nb...
Real Personal Finance
Most people wait until tax season to think about taxes, but by then, the window’s closed. Scott and Nick talk about how the best planning happens now, when there’s still time to adjust what’s already in motion. They get into some of the details that help shape your future: RMD timing, Roth conversions in the “golden window,” how bunching charitable gifts really works, and what happens when you accidentally nudge your income above a Medicare bracket. A friendly reminder that a little attention...
