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Jon Luskin, MBA, CFP® ● Investment Advisor ● Author ● Speaker

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Tax Planning

Case Study: Account Distribution Hierarchy for Mortgage Paydown in Retirement

December 14, 2018 By Jon Luskin

Imagine a retired client. Being 68 years old, he’s managed to save a bit of money over his lifetime. Whatsmore, that money is spread across different types of accounts: His tax-deferred traditional IRA His tax-free Roth IRA The family’s taxable investment account Being that the client is retired – and a good portion of his […]

How to Save on Taxes

September 11, 2018 By Jon Luskin

No one likes taxes. So, why not strategize on how to save on them? Listen up for a few strategies to decrease your tax bill.

Tax Planning from Sheryl Rowling, CPA, PFS

June 26, 2018 By Jon Luskin

Sheryl Rowling is a practicing financial advisor, tax ninja, and creator of Total Rebalance Expert (TRX). She gave a summary of the new tax changes at a recent quarterly meeting of the San Diego Financial Planning Association. Here are a few takeaways from her talk. Bunching Deductions in Alternating Years Bunching deductions is certainly not […]

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