WJBlog
Trump's Potential Tax Proposals: What You Need to Know
As we look ahead to President-elect Donald Trump's second term, many are asking, What are Trump’s tax changes for 2025? ...
Maximize Your Savings: 529 to Roth IRA Conversions Explained
In our last post about college planning, we explored the advantages of 529 savings plans for education costs. But what ...
Future-Proof Your Education Costs: 529 Savings Plan Explained
Saving for education has always been a priority for many families, and a 529 savings plan can be a powerful tool in ...
Inherited IRAs: Understanding the Latest IRS Guidelines
Recently, the IRS confirmed the requirements for beneficiaries to take RMDs from inherited IRAs. One of the biggest ...
Advisor Spotlight: Mateo's Trip to Spain
At WJ Interests, we pride ourselves on not just providing financial planning services in the Houston area, but also ...
A Summary of the Tax Cuts and Jobs Act (TCJA)
The Tax Cuts and Jobs Act (TCJA) of 2017 was enacted by the US Congress and signed into law by former President Donald ...
The History of Social Security
In August 1935, Franklin D. Roosevelt signed the Social Security Act into law, establishing a financial safety net for ...
Learning to Accept Uncertainty
Benjamin Franklin has a frequently referenced quote, “The only certainties in life are Death and Taxes,” which is a ...
Christmas in Europe
This past December, my wife and I decided to embark on a trip to the infamous Christmas markets in western Europe. Our ...
2024 SECURE Act 2.0 Changes
Last year, Congress passed a new tax bill called “The SECURE Act 2.0” that carried a long list of changes to the tax ...
