Weldon Wulstein

November 1, 2017

Mutual Funds and Taxes & Are Frequent Flyer Miles Ever Taxable?

Handle With Care: Mutual Funds and Taxes Many people overlook taxes when planning their mutual fund investments. But you’ve got to handle these valuable assets with […]
October 1, 2017

Wills and Living Trusts & 3 Strategies for Handling Estimated Tax Payments

Wills and Living Trusts: Estate Planning Imperatives Well-crafted, up-to-date estate planning documents are an imperative for everyone. They also can help ease the burdens on your […]
September 1, 2017

Understanding the Differences Between Health Care Accounts & 5 Keys to Disaster Planning

Understanding the Differences Between Health Care Accounts Health care costs continue to be in the news and on everyone’s mind. As a result, tax-friendly ways to […]
August 1, 2017

Roth IRA Rollover Opportunity & Shifting Capital Gains to Your Children

IRS Permits High-Earner Roth IRA Rollover Opportunity Are you a highly compensated employee (HCE) approaching retirement? If so, and you have a 401(k), you should consider […]