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Tax
Weekend Reading: The Case for Tax Adjusting a Portfolio
From the moment you enter the workforce and into retirement, you’ll find that all of your earned dollars are in fact not all yours. One way or another, Uncle Sam wants his share, so it’s crucial to consider the different values of your money based on tax implications.
Weekend Reading: Myths About the Traditional and Roth 401(k)/IRA That Affect How People Use Them
One of your biggest retirement assets will likely be a tax-advantaged retirement account. If you’re looking for the most efficient exit strategy for withdrawals while en route to retirement or ways to minimize the tax impact on these savings, it’s important to know how they function.
Weekend Reading: How to Lower Your Tax Bill Next Year
A forward-looking tax strategy requires being proactive. To minimize your tax bill next year, you’ll want to consider employing tax efficient strategies for the remainder of 2023.
Weekend Reading: Similarities Between Roth IRAs And Non-Dividend Paying Stocks
Comprehensive retirement strategies require understanding the growth potential and tax impact of investment vehicles. Two options in your tool box include Roth IRAs and non-dividend paying stocks.
Weekend Reading: Five Tax Planning Strategies to Use All Year to Lower Taxes
You have the ability to gain more tax control over your hard-earned dollars, despite the many complexities of today’s tax rules. All you need is a forward-focused tax roadmap to help you get there.
Weekend Reading: 9 Ways to Help Clients Reduce Taxes on Social Security
You’re well aware Uncle Sam wants his share of your retirement income, but some of the families we meet with are surprised to find that includes Social Security benefits.
Weekend Reading: What Clients Worry About
While there is no crystal ball to reveal what’s on the horizon, taking an objective approach to today’s top retirement woes can help you feel more at ease.
Weekend Reading: Roth vs. Traditional IRAs: The Tax Trade-Off Isn’t Always What You Think
The tax advantages of a Roth IRA versus a traditional IRA may seem black and white, but there is more to consider before choosing one over the other.
Weekend Reading: 3 Tax-Smart Charitable Giving Strategies You Can Use Any Time of Year
You often hear of charitable giving as an end-of-year tax planning move; however, this isn’t always the ideal time from a tax perspective for you, nor does it most effectively serve the organization(s) you support.
Weekend Reading: Profiting from Losses
You have tax strategies at your disposal to implement year-round. The first step is understanding what’s in your tool box, and the second is knowing the rules.
Weekend Reading: Considering a Roth IRA Conversion? 6 Reasons It Makes Sense
Your future tax rate versus your current tax rate isn’t the only consideration for you to make when evaluating a Roth conversion.
Weekend Reading: 7 Ways to Reduce Taxes on Social Security Benefits
It should come to no surprise that as with any other retirement income stream, Uncle Sam gets his (taxable) share of your Social Security benefits.