The Pump Panel Approach to Tax Planning: Why I Don't Push All-Roth
Why I don't push clients toward all-Roth or all-Traditional accounts. Learn the pump panel approach to tax planning using three tax baskets for financial flexibility...
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Matthew Stelmaszek, AFSP – Record of Completion, ChFC®, MQFP®
Expert tax services tailored to your unique situation. Navigate combat zone exclusions, rental property depreciation, and self-employment deductions with confidence.
Let's ConnectTax Strategy for Military, Investors, & Entrepreneurs
Starting at $135
Military members face unique tax challenges. Your annual filing shouldn't be one of them. I specialize in CZTE and military-specific tax situations.
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Started investing in 2017 with our first VA Home Loan rental. I simplify the tax-beneficial business of real estate investing.
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Maximize deductions and minimize tax liability. Forward-looking planning to avoid underpayment penalties.
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AFSP – Record of Completion, ChFC®, MQFP®
Helping you navigate the complexities of family, military, and entrepreneur finances.
Personalized tax prep for military personnel, DIY landlords, and solopreneurs. We simplify taxes, maximize returns, and reduce stress.
Proactive planning is crucial to save money. Our tailored services help you navigate tax regulations and access deductions, so you can focus on your goals.
Whether you're ready or still have questions, I'm here to support you.
Why I don't push clients toward all-Roth or all-Traditional accounts. Learn the pump panel approach to tax planning using three tax baskets for financial flexibility...
Read More →Starting January 2026, TSP participants can convert traditional balances to Roth without leaving the plan. Learn the benefits, drawbacks, and why the pro rata rule limits this feature for military...
Read More →From TikTok tax advice to ghost preparers, the IRS releases its annual list of the most dangerous tax scams. Learn which scams target military families, landlords, and small business owners...
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