There has been some confusion on whether or not there is a required minimum distribution each year of an Inherited IRA, or if it just had to be withdrawn over 10 years. That question has now been answered, and we have put together information below to help you with that.
This approach focuses on placing investments in different types of accounts to optimize tax efficiency and maximize after-tax returns.
This guide explains the roles of each key player involved in exit planning to help you be more familiar with the players and their roles.
it's a great time to review your financial situation and make necessary adjustments to minimize your tax liability
offering a 401(k) plan is not only a valuable benefit to your employees but also a strategic investment in the long-term success and stability of your company
Retiring in a different state can be an exciting and fulfilling decision, but it requires thorough planning
Mills Wealth Financial Advisors - Ohio National Financial Services
Retiring abroad offers a wealth of opportunities for adventure, lower living costs, and new experiences, but it also comes with challenges such as cultural barriers, distance from loved ones, and legal complexities
Mills Wealth Financial Advisors - southlake wealth

We get asked this question about every 4 years, “If [insert candidates name] is elected should we sell our stocks?” And our answer is usually the same, that we believe that the stock market doesn’t usually react to which president is elected to the white house and that the president

Planning for retirement can be difficult, and a common query many face is, “How much do I need to retire?” Addressing this crucial question demands thorough analysis and there’s no universal solution. However, at its core, you need two primary pieces of information to begin. We’ll guide you through each

Question: How does Mills Wealth Investment team think about preferred stock compared to common stock? This is a pretty detailed in-the-weeds question, but I think the answer can help explain a little about how we think about building “efficient” portfolios that barbell risk assets on one side of the portfolio