The PE Guy, Unfiltered (Mostly) on the Investors First Podcast
FirsTrust's CIO, Chris Cannon, interviews the PE Guy, whose real name is Johnny Hilbrant Partridge on his role in Private Equity and his stores from folks in finance.
Tag: Tax Planning
Brent Sullivan of The Tax Alpha Insider on the Investors First Podcast
FirsTrust CIO Chris Cannon interviews Brent Sullivan of The Tax Alpha Insider on tax alpha strategies, direct indexing, 351 exchanges, and why now may be one of the best times in history to be a taxable investor.
Staying Safe in the 2025 Tax Season: Tips to Protect Your Identity and Finances
Tips to Protect Your Identity and Finances this 2025 Tax Season
Beyond the Basics: Estate Planning Mistakes Part 3
Beyond the Basics: Estate Planning Mistakes Part 3: Real-life examples of what not to do.
Beyond the Basics: Estate Planning Mistakes Part 1
Beyond the Basics: Estate Planning Mistakes Part 1: Real-life examples of what not to do.
Why You Want To Spend Your IRA Money Before You Die
Prior to 2020, passing wealth from generation to generation through an IRA was a straightforward strategy. A family could take a pot of money and grow it tax-free or tax-deferred, passing it down the family tree.
Tax Season Security Tips
An uptick in cybercrime adds to tax time stress, but you can protect yourself and your identity.
Are Roth IRAs Really as Great as They’re Cracked Up to Be?
"…….In reality, the Roth is just another tax strategy with pros and cons like all the others. If you choose to save your retirement dollars in a Roth IRA or Roth 401(k) instead of a traditional IRA or 401(k), you will be giving up some tax breaks. It could even turn out that a traditional IRA or 401(k) would have been a better option for you……."