Taxes Archives - B.E.S.T. Wealth Management

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Category: Taxes

ETFs vs Mutual Funds | Which is Best?

If you’re still using Mutual Funds and haven’t explored ETFs, then now may be the time. An ETF is an Exchange Traded Fund. But what

April 7, 2022 No Comments

Summary of the American Rescue Plan Stimulus Bill

On Thursday, March 11, 2021, President Biden signed into law the $1.9 trillion American Rescue Plan. Below are highlights of the bill: Stimulus Payments

March 12, 2021 No Comments

Is Your Pension Safe?

Many pension plans are under a lot of stress due to the coronavirus. In today’s article, I discuss what you need to do to protect

August 12, 2020 No Comments

Should Your Entire IRA Be Converted to a Tax-Free Roth IRA?

In last week’s blog post I discussed the importance of converting some of your taxable IRA to a tax-free Roth IRA to protect against higher

May 27, 2020 No Comments

3 Strategies to Protect Yourself From Higher Taxes

Last Updated 8/9/2021 As a result of our country’s rapidly growing debt, you could be forced to pay higher taxes in the future. In today’s

May 20, 2020 No Comments

We Now Prepare Tax Returns!!

I am very excited to announce that we will now be preparing tax returns! We’ve long known that this is something that would be very

January 8, 2019 No Comments

3 Reasons to do a Roth IRA Conversion

Last Updated: 5/28/2021 In today’s blog post, learn 3 reasons why it may be advantageous for you to start converting some of your IRA to

November 29, 2017 No Comments

Articles of Interest: [Breaking News] Tax Reform Part II

This week’s Articles of Interest is a continuation from last week’s article. Last week I shared an article that discussed the tax reform plan released

November 10, 2017 No Comments

Articles of Interest: [Breaking News] Tax Reform

On Thursday, the House GOP released an outline of their proposed tax reform bill known as the Tax Cuts and Jobs Act. In today’s Article’s

November 3, 2017 No Comments

I’ve Been Published! ThinkAdvisor.com

I’m very happy to report that I’ve recently been published on ThinkAdvisor.com. The article I wrote for them is titled An Unconventional Approach to Asset

August 9, 2017 No Comments

I’ve Been Published – Again!!

I’m very happy to report that I’ve been published again. This time it’s in Financial Advisor Magazine’s online section, Expert Views. This article is an

May 25, 2017 No Comments

I’ve Been Published!!

I’m very happy to report that I’ve been published in the Tax Planning section of a leading industry magazine, Investment News. This is exciting since

May 8, 2017 2 Comments

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