Some people think they can wait until March to worry about taxes. Wrong. The end of the year is a perfect time to make some last-minute efforts to reduce your tax burden.

Advice this year is a little different, as no one is quite sure what 2019 will bring from a tax code perspective. Things may change abruptly in the coming months. For now, here are some year-end strategies that could save you money on your 2018 taxes.

Read Full Article Here from eMoney: https://www.aurochsfinancial.com/wp-content/uploads/2018/11/Act-Before-Year-End-to-Minimize-Your-Tax-Burden.pdf

Are you ready to create a plan for living the life you’ve always dreamed about?  Contact us today to schedule your complimentary discovery meeting. 

Your Guide to Financial Independence

Rick Epple, CFP(r), CeFT (r)

Beginning on November 1, 2018, individuals (including their families) may apply for new health insurance or switch to a different health-care plan through a Health Insurance Marketplace under the Affordable Care Act (ACA). The open enrollment period for 2019 health coverage ends on December 15, 2018.

Read Full Article: https://www.aurochsfinancial.com/wp-content/uploads/2018/11/Open-Enrollment-for-Health-Insurance-Marketplaces.pdf

Are you ready to create a plan for living the life you’ve always dreamed about?  Contact us today to schedule your complimentary discovery meeting. 

Your Guide to Financial Independence

Rick Epple, CFP(r), CeFT (r)

There are two types of rollovers: direct and indirect. A direct rollover is paid from your plan directly to your IRA or to your new employer’s retirement plan. The funds are never payable to you. An indirect (60-day) rollover is a payment made to you that you later roll over to an IRA or an employer retirement plan. 1 When you request a distribution from your employer’s 401(k), 403(b), or governmental 457(b) plan that’s eligible for rollover, you’ll receive a statement describing the tax rules applicable to your distribution and your rollover options. 2 You should read that statement carefully.

Read Full Article Here: https://www.aurochsfinancial.com/wp-content/uploads/2018/11/How-to-Roll-Over-Your-Employer-Retirement-Plan-Assets.pdf

Are you ready to create a plan for living the life you’ve always dreamed about?  Contact us today to schedule your complimentary discovery meeting. 

Your Guide to Financial Independence

Rick Epple, CFP(r), CeFT (r)

Recently, as part of the Economic Growth, Regulatory Relief, and Consumer Protection Act of 2018,
Congress made several changes to credit rules that benefit consumers.Read More