As the Stock Market wobbles, it has some thinking about “safe money” investments. The idea of having money saved up for retirement and receiving income during that period didn’t start […]
When thinking about retirement, you should make sure to have a clear understanding of savings vs. income. When thinking about retirement, many think about a particular savings amount that they […]
With the passage of the SECURE Act in December 2019, current and future retirees can expect to see significant changes which are likely to impact their tax planning for retirement. […]
EPISODE SUMMARY More and more entrepreneurs are working for themselves and focusing on the “Gig Economy.” However, this can have far-reaching tax implications. Today, Erik Garcia and Jag sit down […]
In this bonus episode, Erik has a conversation with Roy Taylor CPA on his thoughts on 1099ing vs w2ing your staff. The context is Insurance Producers, but if you […]