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Fort Wayne Tax Plan

There are many tax preparation services here in Fort Wayne. How many of them will minimize your tax burden? Many preparers maximize your return but do not establish a plan.     Listen to our Podcast on tax preparedness and give us a call at...

Qualified Charitable Distributions:

  Here is a question we received last week by email.  Remember Tradewell  Tax and Financial is a full service firm and we take a hard focus on taxes.  Here is the question: I will turn 70 1/2 on January 15, 2020. I plan to begin taking RMDs on a monthly basis...

Fiduciary-VS-Suitability

Consider with me the number of 300,000.  Do you have any idea what this number represents? This is the  approximately the number of people in this country who are licensed to manage your life savings. In other words, that’s the number, the approximate number of people...