Blog

Retirement, Tax Planning Mike Heatwole Retirement, Tax Planning Mike Heatwole

How to Pay Fewer Taxes on Your 401k Withdrawals in Retirement 

When you retire, paying fewer taxes on your 401k withdrawals can help you maximize your savings. By planning and using strategies like Roth conversions, early withdrawals, and charitable giving, you can reduce the tax impact. Explore five ways to minimize taxes on your 401k withdrawals and enjoy more financial freedom in retirement.

Read More
Debt Management, Cash Flow, College Planning Mike Heatwole Debt Management, Cash Flow, College Planning Mike Heatwole

Student Debt Relief: What You Need To Know

The Biden Administration's student debt relief program provides financial assistance to borrowers based on their income and Pell Grant status. The process to apply is simple and can be completed online. Be sure to review the eligibility criteria and deadlines to take full advantage of this opportunity for debt relief.

Read More