Michael Neuenschwander, CFP®, CPA
Michael Neuenschwander, one of the founders and owners of Outlook Wealth Advisors, is a CPA and CERTIFIED FINANCIAL PLANNER® (CFP®) professional. His holistic, in-depth planning approach covers as many situations as possible to help create retirement strategies that address a variety of potential risks and taxes and provide sustainable income streams throughout retirement.
Michael has a bachelor's degree in accounting and a master's degree in finance from Texas A&M University.
Phone: 281.872.1515 | Email: Info@outlookwealth.com | Website: www.outlookwealth.com
Latest articles by Michael Neuenschwander, CFP®, CPA
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Is Now the Right Time for You to Make a Roth Conversion?
Roth IRAs Timing is everything with Roth IRA conversions. Whether it’s the right time for you depends on where you are in life. Are you still working? Retired? Have you lost your spouse? All of these considerations can play a role in your decision.
By Michael Neuenschwander, CFP, CPA
Roth IRAs -
4 Things You Should Know Now to Save on Taxes Later
taxes Every money move you make (or that you fail to make) has potential tax consequences, either now or down the road. Take some actions today to put yourself in a better position for the long term.
By Michael Neuenschwander, CFP, CPA
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While Others Debate New Tax Law, Stay Focused on Your Own Plan
taxes The recent tax law changes may be out of your control, but you still have quite a bit of power over your own tax destiny using tried-and-true tax strategies.
By Michael Neuenschwander, CFP, CPA
taxes
