1100 13th Street, NW, Suite 750Washington, DC 20005202.887.6400Toll-free: 800.544.0155
All Contents © 2018The Kiplinger Washington Editors
See All Authors »
Certified Public Accountant,
Sundin & Fish, PLC
Paul Sundin is a CPA and tax strategist. He is a partner at Sundin & Fish, PLC in Chandler, Arizona.
With a worldwide client base, he specializes in tax planning and tax structuring for individuals, entrepreneurs and the real estate industry. In addition to being a CPA, he is also an author, speaker and consultant. His professional mission is to educate taxpayers on tax policy, personal finance and retirement planning.
With 20+ years of experience, Paul provides a comprehensive and personal approach that is different than most CPAs. His approach starts with educating his clients on effective and practical ways of reducing their tax liability and achieving their financial goals. He brings a depth of insight and personal engagement to his client services.
Saving money in your 401(k) and IRA is probably what got you to retirement, but being smart about how you manage those funds once you get there can make a big difference in your tax bills over the years.
See More From: Building Wealth
Everyone's heard of pension plans, but have you heard of a cash balance plan? It’s a way to sock away large amounts of cash for retirement on a tax-deductible basis.
Tax-cutting strategies change once you retire, and some ideas that helped while you were working no longer apply once you start taking Social Security and RMDs. Don't make these three common mistakes.
Some thought-provoking gems about income, losses and alimony lie buried in the old document (limited as it is), if you read between the lines.
When you think IRA investments, you're probably not thinking bitcoin. With a self-directed IRA, investing in the skyrocketing currency could be an option. But should you go for it?
While the newest tax plan is still in its early stages, it's not too early to start thinking about how you may be affected.