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Income taxes on sale?
Why now may be the right time to lock in current tax rates. Income taxes have been a cornerstone of U.S. fiscal policy for over a century, evolving significantly since their inception. Understanding...
Roth IRA conversion: 4 things to know before making a move
Trying to find ways to minimize taxes in retirement can feel like a maze, and Roth conversions are often presented as the easy way out. While they can be a valuable tool, it's important to...
Breaking even: Tackling the real cost of market downturns
Retirement should be a time to enjoy the fruits of your labor, but market volatility can turn it into a period of stress and uncertainty. Understanding the breakeven curve and strategies to mitigate...
Podcast
Learn from our team as we share practical insights and thoughtful discussions on retirement strategy, tax planning, and long-term financial decisions. Prefer to listen offline? Click the Download button within each episode to access anytime, anywhere.
Annuity Clarity
Introduction to Patrick and Wealth Awareness
3 Things You Must Know About How Money Works
The Power of Zero Getting to the 0% Tax Bracket
UNCOVERING the Major Negative Transfers of Your Wealth
Understanding Money & Alternative Investments
Family Legacy Planning
Discussing the POWER of ZERO with Author David McKnight
UNDERSTANDING Unknowns of Retirement Accounts
Meet The Wealth Awareness Family
Minimizing Taxes & Maximizing Benefits in Retirement
Tax-Free Strategies & Alternative Investment Opportunities
The W.A. Approach to Financial Advise
Wealth Awareness_Alternative Investments
Good News for Tough Times
Is a Roth conversion strategy right for you?
A Roth IRA conversion moves funds from a tax-deferred account like a traditional 401(k) to a Roth IRA. This allows your money to grow tax-free. To see if a Roth conversion or an alternative strategy makes sense for you, schedule a complimentary Roth conversion strategy call.