The Complete Guide to Realtor Retirement Plans – 2024 edition As a real estate agent, your role as a small business owner comes with a plethora of tools and flexibility to help you get the…
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What You Need to Know About 2024 RMDs
Over the past few years, a handful of changes have been made to the IRS-mandated required minimum distribution (RMD) rules. For those uninformed, they run the risk of being out of compliance with the IRS….
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Five Things to Know About the SECURE Act and SECURE 2.0
Many people in this country are not prepared for retirement, causing large concern. People are living longer into retirement, yet savings are not keeping up, not to mention concerns about Social Security and what it…
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Your 2024 Medicare Enrollment Window
If you turn 65 in 2024, it is imperative that you sign up for 2024 Medicare enrollment during your designated registration window to avoid penalties when receiving Medicare benefits later on. However, the signup window…
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Why Fall is the Perfect Time to Optimize Your Tax Planning
As a real estate agent, you’ve probably fallen into the habit of kicking off your tax planning efforts in March, with a mad rush to get everything sorted by the April 15th deadline – if…
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