2025 The Final Drive Podcast

What types of investments should you hold in which type of accounts?

Taxable, Tax Free & Tax Deferred Why Auto Enrollment is good for America, but what are they missing big time?

https://www.cfci.us/2025-the-final-drive

Are tax free bonds truly tax free? Not always.

Who should consider tax free bonds and who shouldn't?

What are the alternatives?

When you're looking at regular Bonds vs I-Bonds there is a difference.

Join me in this episode as we learn how to calculate your tax equivalent yield.

https://www.cfci.us/2025-the-final-drive

When should you use your ROTH IRA money? While your living or when you're dead?

Maybe the answer is – whenever you want!

https://www.cfci.us/2025-the-final-drive

Did you know that the IRS will tell you exactly when you have to take money out of your retirement accounts, how much and how much is theirs?

Take control, the time to act is now to keep the IRS from telling you what to do!

Are you single?

Taking care of an aging Parent?

Find out if you qualify to change your tax filing status from Single to Head of Household, and enjoy the most favorable tax treatment for yourself of all.

https://www.cfci.us/2025-the-final-drive

Capital Gain Taxes are different! Short term vs. Long Term

How to maintain the stepped up cost basis if you want to transfer title to your kids before your passing.

https://www.cfci.us/2025-the-final-drive

What is the most sacred Tax Code the IRS has?

You might be surprised! How can you take advantage of this misunderstood tax free product and maximize your tax free life? https://www.cfci.us/2025-the-final-drive

If you own your company stock in your 401K plan, how you handle that stock could save you a ton in income taxes.

Learn about this little known opportunity to save thousands

https://www.cfci.us/2025-the-final-drive

Maxing out your plans for tax free money in retirement? Lots of ideas on how to avoid this in the episode! Check out a few David covers: • Having your Roth 401k's and IRA's work together to max out your tax free savings • Catching up now that you have the money (in our 50's) • Non-Profit Employees have an even greater opportunity to save more money tax free.

https://www.cfci.us/2025-the-final-drive

What do you do if you want to a Roth conversion, but don't have the money to pay the tax?

David will discuss a great method to get the job done!

https://www.cfci.us/2025-the-final-drive

Where can you get a tax deduction, let it grow tax deferred and take it all out tax free? It's the triple threat of retirement – the Health Savings Account

https://www.cfci.us/2025-the-final-drive