Be WELLthy Blog

Deferred Compensation: A Guide for Executives

By Jimmy MacDonell, CFP^®, CPA | Mar 04, 2024 |

Deferred compensation can have a significant impact on your compensation and implications for your overall wealth management strategy.

March 03, 2024 |

If you’re considering converting from a traditional to Roth IRA, you must understand the taxes on Roth conversions.

February 27, 2024 |

With the Corporate Transparency Act (CTA) effective January 1, 2024, applicable entities must meet their reporting obligations.

February 22, 2024 |

What can you do when the property and casualty insurance coverage you need isn’t offered where you live?

February 16, 2024 |

Minimizing capital gains taxes on the profits from selling assets like stocks, bonds, or real estate optimizes investment returns.

February 14, 2024 |

Getting married, starting a family, reaching retirement: life events can trigger a discussion on when to buy long-term care insurance.

February 12, 2024 |

Knowing how to do a backdoor Roth IRA (correctly) is one way to maximize your tax advantages without running into high-income earner blocks.

February 10, 2024 |

Teammates and clients embarked on a transformative journey to Alabama, immersing themselves in the rich history of the Civil Rights Movement.

February 07, 2024 |

Starting your own business comes with significant tax implications. You need tax strategies for the self-employed.

February 05, 2024 |

Without access to employer-sponsored plans, you need tax-advantaged retirement plan options.