As we stated in last week's episode - taxes are going up.   I am already getting mutual Fund estimates and get this - one of them is facing a downward spiral of 29.1%!    How can we get ahead of these small caps changing?   Don't let a good loss go to waste.   It gets better though, if you are over 50 years of age you can begin saving more money!   What are the ordering rules and are you withdrawing earnings?    Listen in this week to learn more about the 5 easy steps of determining tax on Roth IRA Distributions.    https://www.cfci.us/2025-the-final-drive