When you think about your future retirement, there are many things to consider. This article focuses on retirement tax strategy optimization, and why it's important to think about how your different sources of income, such as Social Security or a pension, retirement accounts, and other assets, will interact. During retirement, your tax bracket may [...]
As 2022 draws to a close and preparations are made for the coming year, we have compiled a list of five strategies that can assist you in maximizing your savings, minimizing your tax burden, and remaining on pace to achieve your financial objectives. This article focuses on how you can optimize your year-end [...]
As many of us take stock of the last year and look ahead to 2023, we do so with either anticipation or trepidation. This article focuses on methods for creating a charitable giving strategy. Despite a very difficult economy, investors made a significant global philanthropic impact, donating billions of dollars to charitable causes [...]
This article reviews some of the ways in which you may optimize your charitable giving and get a head start on preparing your taxes for 2019 in light of the new tax legislation. Specifically, it reviews a facet of the Tax Cuts and Jobs Act of 2017 (TCJA) that hasn't truly altered but [...]
Whether you're getting ready to retire or already enjoying it, one thing is true: You want to get the most out of your earnings and protect them from unnecessary fines. This may seem easier said than done, especially when mandatory minimum distribution (RMD) rules change from time to time and RMD and withdrawal strategies have [...]
Like saving for a home, retirement, or any other long-term goal, charitable giving requires a strategy. Having a formal plan in place and updating it annually can help you achieve your philanthropic goals while maximizing your tax savings. Here are 5 long-term strategies that I regularly share with my clients to help them get [...]
With tax season fast approaching, now is a great time to brush up on some of the basics, including capital gains, different types of accounts, and recovering tax losses. Are you ready ? Let's start. How are taxable brokerage accounts different from IRAs and other retirement accounts? Taxable brokerage accounts can take many forms [...]
When your baby turns three, planning for college isn't usually at the top of the list — but maybe it should be. A recent study by Vanguard notes that early college savers tend to have lower monthly savings rates over time, greater flexibility when adjustments are needed, and sometimes complex "mark versus net." Paying [...]
Everyone wants to pay less tax, right? We all invest to achieve a specific goal. What we want to achieve varies from investor to investor, but we can probably all agree that we want more of our returns to go towards our goals – not the IRS. You do not know where to start [...]
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