by Bryan Craig Wisda, CFP® EA | Aug 24, 2024 | Tax Planning
When it comes to tax expertise, an Enrolled Agent (EA) stands at the pinnacle of the tax profession. These highly qualified professionals have earned the distinction of being the only federally licensed tax practitioners who specialize in taxation and have unlimited...
by Bryan Craig Wisda, CFP® EA | Aug 8, 2024 | Advanced Planning, Tax Planning, Wealth Transfer
I’ve been a financial advisor since 2001 and a CFP® since 2006. In all those years, I’ve never had a client die who was the owner of an inherited IRA (sometimes referred to as a beneficiary IRA). Unfortunately, this scenario just played out and I had to do...
by Bryan Craig Wisda, CFP® EA | Aug 1, 2024 | Advanced Planning, Retirement Planning, Tax Planning
Are you approaching retirement or already enjoying your golden years? If so, you’ve likely heard of Medicare, but you might not be familiar with IRMAA. This lesser-known aspect of Medicare can have a significant impact on your retirement finances and tax...
by Bryan Craig Wisda, CFP® EA | Aug 1, 2024 | Advanced Planning, Wealth Protection
In the intricate world of digital marketing, where visibility can make or break a business, search engine optimization (SEO) stands as a beacon for attracting potential customers. However, just as there are legitimate paths to online success, there are also dark...
by Bryan Craig Wisda, CFP® EA | Aug 1, 2024 | Relationship Management
In an era where digital connectivity is as vital as electricity, Almega Wealth Management stands at the forefront of virtual client engagement, ensuring that distance never impedes the journey towards financial prosperity. As a lighthouse guiding you through the...
