Will I Receive a Step-Up in Basis for Gifted Property?
In most cases, there is no step-up in basis when property is gifted. But there are a few exceptions and those exceptions can be difficult...
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Dec 15, 20181 min read
Can I Make a Mega Backdoor Roth IRA Contribution?
In certain cases, an individual may be eligible to make a Mega Backdoor Roth IRA contribution. At a high level, this involves that person...
Dec 15, 20181 min read
Am I Eligible for the Qualified Business Income Deduction?
The provisional rules surrounding the Qualified Business Income (QBI) deduction can be complicated. There are several issues that must be...
Nov 16, 20181 min read
Can I Make a Deductible IRA Contribution?
There are many different considerations that affect one’s ability to contribute to a Traditional IRA. To make matters worse, the...
Nov 15, 20181 min read
Should I Rollover My 401(k)?
401(k)s and IRAs have many unique features that may be meaningful to your client depending on their situation. The decision involves a...
Nov 15, 20181 min read
Will I Be Automatically Enrolled in Medicare?
Determining when to enroll in Medicare can be complicated. Depending on the your situation, you may be automatically enrolled or you may...
Nov 15, 20181 min read
Will I Avoid Medicare Enrollment Penalties?
If the rules are not followed correctly, Medicare enrollment penalties can be significant. This is especially important to consider for...
Nov 15, 20181 min read
Am I Eligible for Medicare for Part A and Part B?
In most cases, Medicare eligibility is straightforward. But there are some situations where an individual may not have the required 40...
Nov 15, 20181 min read
Should I Set Up A 401(k) For My Business?
Business owners who are considering a retirement plan for their business have many options. While a traditional 401(k) is a well-known...
Nov 15, 20181 min read
Do I Qualify for Social Security Disability Benefits?
Disability benefits under Social Security can be very complicated to understand. There are numerous stringent requirements that must be...
Nov 15, 20181 min read
Can I Make A Deductible Contribution To My HSA
HSA contribution rules seem pretty straightforward at first. However, the rules become complicated in years when there will be a change...
Nov 15, 20181 min read
Will My Roth IRA Conversion Be Penalty Free?
Converting a portion of an IRA to a Roth IRA is complex process that involves many moving parts and can have some unintended consequences...
Nov 15, 20181 min read
Can I Contribute To My Roth IRA?
There are many different considerations that affect one’s ability to contribute to a Traditional IRA or a Roth IRA. To make matters...
Apr 30, 20181 min read
Fastenal - FAST
This is a brief write-up about a company that we've invested in for a few years now but have added to almost all our client accounts.
Feb 9, 20181 min read
Facebook - FB
I'm using the news volatility to add a quality name to the portfolio. Everyone wants to come at Facebook for privacy concerns or try and
Nov 3, 20171 min read
Lowe's - LOW
I like Lowe's here for a few reasons. The first part I love is the sector. In a good economy people continue to do renovations,
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