One of the biggest concerns of retirees is how to minimize taxes in retirement. While Roth conversions can help reduce long-term tax burdens, there are many questions about when and how much should be converted from pre-tax IRA assets to Roth IRAs. It is important to know that you do not need earned income to do a […]
We are excited to announce that our Founder and CEO Michael Henley was featured on the most recent Around The Track podcast with Dynasty Financial Partners CEO Shirl Penney! Please take a moment to listen to Michael’s thoughts on executing and delivering results for our clients, and learn how Brandywine Oak grew during the pandemic. https://lnkd.in/gMrScVx #BOPW #Planning
Even in an increasingly digital world, there are still numerous documents that clients should retain as hard copies. Determining which documents need to be kept as hard copies versus digital copies and how long to keep them for depends on the nature of the documents. For example, tax documents generally only need to be kept for six […]