Secure Act 2.0 – W2 Cap & Catch-up Contributions
Hey everyone, it’s Dave Denniston here with Centurion Financial Strategies . I want to take a few minutes to walk you through an important change coming in 2026 under the SECURE 2.0 Act —…
TaxVideoLast Minute Tax Tips
Last Minute Tax Tips Hi, I’m Dave Denniston with Centurion Financial Strategies, and it’s the middle of tax season. Preparing yourself to file taxes can feel like a daunting task, but there are actions…
TaxVideoSavvy Tax Planning
Savvy Tax Planning How Tax Planning Changes Through Four Stages of Retirement. During this presentation we will go through stories, data, and illustrations showing the importance of proactive tax planning. Including some "retirement surprises"…
TaxVideoRoth IRA Conversions
Roth IRA Conversions When is a good time for Roth IRA conversions?
TaxVideoTax Loss Harvesting
Tax Loss Harvesting
TaxVideoPershing and Schwab Tax Info for 2021
In this video Dave explains how to get your tax documents for 2021 from the Pershing and Schwab websites.
TaxThe Real Cost of College
It May Not Be What You Think... How much will your family end up paying for college? Your household’s income may have less influence than you think – and some private colleges may be…
TaxThe Best Time to Do a Roth Conversion
When’s the Best Time to Do A Roth Conversion? By Dave Denniston, CFA Now, you’re convinced! Now you know a Roth Conversion is a good thing to do … So… Now what? The question…
TaxWhat is a Roth Conversion?
One of the biggest conundrums regarding Roth IRA’s that I run into is either: “should I have money in a traditional IRA or Roth?” -- or “perhaps I shouldn’t use them altogether?” As a…
TaxHow to Hire Your Family to Create Tax Breaks
Here’s one of the top questions that I get… “How can I reduce my taxes???” It’s a great question to ask! I would ask you several questions right back. Are you paying yourself first…