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Feb 16, 2023

Some of the early implementations of this massive new bill, Secure Act 2.0, are already taking affect. On this episode Jake and Kirk discuss the changes to your 401k. This will be a good overview to help you strategize with your financial planner regarding your retirement plan.

*“Tax preparation, planning, IRS...


Feb 6, 2023

A recent survey found that most Americans still believe in waiting till retirement to travel more. On the show Jake and Kirk discuss this issue and some ways to make travelling before retirement a priority.

 

 

*“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax...


Feb 1, 2023

On this episode Kirk & Jake discuss some methods for attaining retirement income, so you don’t have to rely just on retirement savings.

 

*“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Preparation Services are separate and unrelated to...