WHAT IS A BACK-DOOR ROTH CONTRIBUTION AND WHEN IS IT RIGHT FOR YOU?
July 14th, 2020 David Blain (Taxloopholes.com Advisor)
Stephen Fletcher, CFP®, MBA is a Wealth Advisor at BlueSky Wealth Advisors and lead educator for NAPFA Genesis. After the 2017 Tax Cut and Jobs Act, advisors have been utilizing a little-known provision in the tax code blessed by the IRS. It is called the Back-Door Roth contribution, and it lets high-income earners still get some funds into […]
Estate Planning with a Philanthropic Heart
June 12th, 2020 David Blain (Taxloopholes.com Advisor)
The desire to leave a legacy has led many people to estate planning and charitable giving with a philanthropic heart. It’s a lot more than a way to reduce taxes, although it does that quite effectively. Ultimately, your choice of charities reflects your values and your purpose in life. Estate Planning: A Celebration of Life […]
BlueSky LIVE Q&A Recap: Addressing Your Questions and Concerns
April 1st, 2020 David Blain (Taxloopholes.com Advisor)
In BlueSky’s Special LIVE Webinar on Friday, March 27th, David Blain, CFA dug deep to answer the questions and concerns of our clients facing the current market. Check out a recap of a few questions below. How does your [David Blain] experience investing help us during this time? David Blain: Well, I started investing actually when I […]
Market Update: Potential for Market Recovery after the Coronavirus
March 19th, 2020 David Blain (Taxloopholes.com Advisor)
In his latest vlog, David Blain, CEO of BlueSky Wealth Advisors, discusses the potential for market recovery after the coronavirus and the downsides of trying to time the market. Read the full transcript below or click here to watch the video. “Hello everyone, David Blain here, CEO of BlueSky Wealth Advisors. Just wanted to give you a […]
