Ever since they were first established back in 1998, Roth IRAs have been a game-changer in the retirement world. After years and years of only pre-tax retirement vehicles, Roth IRAs provided another way for savers to put money aside for the future. That said, let’s dive into what a Roth IRA is, who can use […]
Phil: Welcome back to Tull Financial, Financial Fridays! It’s been a little while but we’re glad to be back with you. It’s tax season, really coming down to the wire here. So you’ve got lots of questions about tax software, tax preparers, CPAs – who do I use? How do I know? And of course […]
Required minimum distributions have received a lot of attention over the past couple of years and you may be wondering what all the fuss is about. There are a lot of questions to ask yourself: Do I begin at 70 ½ or 72? How is it calculated? Why do I have to pay the dreaded […]
It’s that wonderful time of the year again – tax prep season! That said, we want to provide a brief overview of the changes to the income tax rules and limits as well as answer any questions related to the tax-related documents you may need when filing your return. The first thing you should know […]
There’s been a lot of buzz lately about I-Bonds after the Treasury announced in November that I-Bonds issued through April 2022 will earn an interest rate of 7.12%. So how do you get in on this historically high rate, and is it the right type of investment for you? As with most investment questions – […]
Having a four-year-old means one day (and I am in no rush!) my son will grow up and go to college. He currently has a financial plan set up through his godparents, and soon my husband and I will open one for him as well. With that being said, I have been learning a lot […]
Phil: Welcome to Tull Financial, Financial Friday where we give you a quick tip on a topic that has to do with financial planning services. Today’s topic is the fun topic, the great topic everyone loves—tax planning! Drew Overton here with me heads up a lot of our tax planning strategies in our office and […]
It is hard to believe that we are a full quarter of the way into 2021. While most people have 2020 in their rearview, there is one more thing we need to do before we can officially move on – file our taxes. While for most people taxes may not be the most exciting thing […]