Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the qualifications for the 2-year capital gains exclusion. Learn about how much of the capital gains can be excluded, and possible exceptions.
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Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, define target date funds and how that can potentially impact your retirement portfolio. We...
Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the ins and out of RMDs, including current tax laws and qualified charitable...
Brent McCay and Hayden Proffitt talk about the tax forms you should expect and when you should expect to receive them, if you have...