Author: Jon Beyrer

Jon Beyrer, EA, CFP® is a partner of Blankinship & Foster LLC and is the firm’s Chief Compliance Officer. As a lead advisor, he focuses on helping families achieve their goals with sound wealth planning. In the community, Jon serves on several boards and is co-founder of the Professional Alliance for Children, a legal/financial charity for families of ill children. He has been quoted in The Wall Street Journal, The New York Times, and the Journal of Financial Planning. Jon lives in San Diego with his family.

In all the hustle and bustle of the holidays, it’s easy to get caught up in the spirit of giving and good cheer—and then to feel some regret when reviewing the credit card statement in January. As the season ofREAD MORE

Year-End Tax Planning 2014 2014 is drawing to a close, but there are still some important moves you can make in year-end tax planning for 2014 that may really help at tax time.   Defer Income and Accelerate Deductions TheREAD MORE

Charitable IRA Rollovers (also called Qualified Charitable Distributions, or QCDs), have been allowed by IRS rules off and on since 2006. The most recent extension of the rules expired in 2013, and has not yet been renewed. However, in JulyREAD MORE

How Do Roth Conversions help build wealth? There are three ways Roth IRA Conversions help build wealth: One is by avoiding taxable Required Minimum Distributions, which begin at age 701/2 for traditional IRAs. Another is by allowing more of yourREAD MORE

People planning for their retirement face some big questions. The ones we most often hear include: “How much of a ‘paycheck’ can I pay myself in retirement?” “What if that paycheck isn’t enough to cover my expenses over time?” “HowREAD MORE

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