Why You Should AVOID Paying $0 Taxes

Brian Fricke, CFP®IRA

Whenever someone pays no income tax, just know that they’ve probably missed a very valuable tax planning opportunity that’s cost them thousands and thousands of dollars of unnecessary tax. Watch this short video to see how.

Inherited IRA Mistakes: Part 3

Brian Fricke, CFP®IRA

There are three common mistakes people make when it comes to inherited IRAs.
In order to avoid mistake #3, we’re going to talk about naming estates or trusts as beneficiaries. Watch this short video to avoid this mistake.