EVOacademy

Category: Tax

General Planning Identity Protection Tax

To Shred or Not to Shred?

December 20, 2021

How long should you keep tax returns, investment statements and other financial documents?

Many of our clients have asked us what to do with years of papers and electronic documents that have something to do with their financial lives. Some of these are really important, and others just take up space.

The 5-year rule for Roth IRA withdrawals

General Planning Investing Retirement

The Five-Year Rule on Roth IRA Withdrawals

May 29, 2021

You may have heard of something called the "Five-Year Rule" when it comes to Roth IRA withdrawals. Well, actually, there are three five-year rules to ...

Business Planning Podcasts Tax

Episode 27 – Startup Co-Founders Talk Tech and Taxes

September 17, 2020

This week we’re joined by Kevin Lozer, CFP® and Roger Pine, CFA, CFP® to chat about leaving a thriving career to begin a startup.

Business Planning General Planning Identity Protection

Episode 25 – Your Finances During COVID

June 17, 2020

This week we’re joined by the entire EVO team to celebrate our 25th podcast.

Estate Planning Podcasts Tax

Episode 21 – How To Leave A Legacy Of Generosity

September 6, 2019

This week we’re joined by national sales executive, Greg Murray, of Vanguard Charitable to talk about how you can best leave a multi-generational legacy or ...