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In the Missouri CPA Journal: Has Your Client Inherited an IRA or Roth?

In the Missouri CPA Journal: Has Your Client Inherited an IRA or Roth?

by Sandi Weaver | Sep 12, 2022 | Investments, Taxes, Trending

Many clients are inheriting an IRA account or a Roth IRA account.  Since the SECURE Act was passed, the period allowed to withdraw those funds has shortened for most non-spouses.  How do you maximize these investments and minimize taxes?  Read my article Has Your...
“Good To Know” 2nd Qtr 2022 Newsletter

“Good To Know” 2nd Qtr 2022 Newsletter

by Sandi Weaver | Jul 19, 2022 | Cashflow, Insurance, Investments, Newsletter, Taxes, Trending

See our Weaver Financial 2nd quarter newsletter for tips to help you make better decisions. Watch our market review.  Is this bear market over? Is it time to bottom-fish and buy stocks? Are using I-bonds worth it, and if so, in what circumstances? Can you use any of...
In The Kansas City Star: Maximize your inherited IRA or Roth

In The Kansas City Star: Maximize your inherited IRA or Roth

by Sandi Weaver | Jun 29, 2022 | Estate Planning, Investments, Taxes, Trending

How do you get the most out of your inherited IRA or Roth?  Many of my clients have inherited these. How do you minimize taxes?  When should you distribute or withdraw the funds from the account? The Kansas City Star published my article with the step-by-step...
In the Missouri CPA Journal: Has Your Client Inherited an IRA or Roth?

In the Missouri CPA Journal: Guidelines For A Client’s Spending Account

by Sandi Weaver | May 19, 2022 | Cashflow, Investments, Trending

It’s important to follow sound guidelines when managing your spending account. You’ll want to plan ahead, know your budget, invest appropriately, and avoid costly mistakes. Read my article, published in the Missouri Society of CPA’s professional...
“Good To Know” 2nd Qtr 2022 Newsletter

“Good To Know” 1st Qtr 2022 Newsletter

by Sandi Weaver | Apr 15, 2022 | Cashflow, Investments, Newsletter, Taxes, Trending

See our Weaver Financial 1st quarter newsletter for tips to help you make better decisions. Watch our market review, and how it impacts your portfolio. Should you pay with a debit card, a credit card, or use tap-to-pay? Walk through steps to setup your tax payments...
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