Backdoor Roth contributions for High Income Earners with BIG IRAs! Joshua Duvall, CFP®, CTC explains how high-income earners can execute backdoor Roth IRA contributions despite… Read More »Backdoor Roth contributions for High Income Earners with BIG IRAs!
It’s Time for Tax Planning (2025)! Certified Financial Planner™ and Chartered Tax Consultant, Joshua Duvall, walks through the latest update to the customized client tax… Read More »It’s Time for Tax Planning (2025)
Is Now the Time to Buy? Certified Financial Planner™ and Chartered Tax Consultant, Joshua Duvall, discusses the current correction/bear market in the SP500, how to… Read More »Is Now the Time to Buy?
Understanding the Trump Tariffs Certified Financial Planner™ and Chartered Tax Consultant, Joshua Duvall, shares his insight and background on the current market reaction to the… Read More »Understanding the Trump Tariffs
What the Fed Rate Cut Means for You Certified Financial Planner™ and Chartered Tax Consultant, Joshua Duvall, discusses the main ideas around the Fed’s recent… Read More »What the Fed Rate Cut Means for You