In this episode of the PFS Podcast, Mark Paller, Jamison White, and Mark Mogle break down the ins and outs of Roth IRAs and whether they’re the right choice for your retirement strategy. They discuss the key benefits, including tax-free withdrawals and the absence of required minimum distributions, while also addressing common misconceptions. The hosts examine how income levels, future tax rates, and recent legislative changes impact the effectiveness of a Roth IRA. They also explore the new rules allowing 529 plan rollovers into Roth IRAs, offering parents a flexible savings option. Tune in to learn whether a Roth IRA should be part of your financial plan and how to maximize its potential benefits.

In this episode of the PFS Podcast, we explore the stress and anxiety that often accompany tax season—and how to turn it into an opportunity for financial growth. Mark Mogle discusses common emotional reactions to filing taxes, the importance of a financial checkup, and the benefits of tax extensions. With insights on tax planning and preparation, this episode will help you approach tax season with confidence and clarity.

In this episode of the PFS Podcast, Mark Paller, Jamison White, and Mark Mogle dive deep into tax planning strategies that can help you maximize savings while staying compliant with the law. They break down the difference between tax planning and tax evasion, emphasizing why misinformation on social media can lead to costly mistakes. The discussion covers key tax-saving opportunities, including retirement contributions, health savings accounts, and charitable giving. With potential tax law changes on the horizon, they also explore how policy shifts could impact your financial future. Tune in to ensure you're making the right tax moves and not leaving money on the table.