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Recommended Articles/Guides

FCG 2021 Tax Reference Guide

  • Quick access to the most referenced tax rate schedules, tax tables, standard deductions, retirement plan contribution limits, and required minimum distribution factors.

On the Mark Article - Meme Stocks

  • Learn more about the meme stock mania.

History of Tax Hikes and Market Impact

  • Learn more about how tax increases and other economic factors affect markets.

Keeping Calm During Market Volatility

  • Perspective on market performance over the long term and how that might impact short-term decisions.


Recommended Books

If you would like a copy, ask your advisor.

The Power of Zero - by David McKnight

The Power of Zero - by David McKnight

If you’re like most Americans, you’ve saved the majority of your retirement assets in tax-deferred vehicles like 401(k)s and IRAs. But what happens when tax rates go up? How much of your hard-earned money will you really get to keep? Unless you can accurately predict what tax rates will be when you take those dollars out, you have no idea how much of that money is really yours.

So what’s the solution? The zero percent tax bracket. Why? Because if tax rates double, two times zero is still zero.

How to get to the 0% tax bracket and transform your retirement.

Tax-Free Income for Life - by David McKnight

Tax-Free Income for Life - by David McKnight

American retirees face a looming crisis. We are living longer than ever before, and most experts predict a dramatic rise in tax rates within the next ten years. The hard truth is that no matter how much you save, you are likely to outlive your money or watch it be taxed into oblivion. But when traditional retirement distribution strategies won't provide sufficient income in the face of higher taxes, what can you do?

A step-by-step plan for a secure retirement.

The New Retirement Savings Time Bomb - by Ed Slott

The New Retirement Savings Time Bomb - by Ed Slott

How to take financial control, avoid unnecessary taxes, and combat the latest threats to your retirement savings.

America’s IRA Expert Ed Slott, shows you in clear-cut layman’s terms how to take back control over your retirement savings and your financial future. The ticking tax bomb is coming! But this easy-to-follow guide can help you avoid the latest traps set out by Congress and show you how to structure your retirement savings so you can have more, keep more and make it last, no matter what.