A Guide to Tax Efficient Investing
Taxes are a big part of life, most notably in that rush to file your...
A Guide to Tax Efficient Investing
Tax Planning
How Much of Your Social Security Income is Taxable?
How Much of Your Social Security Income is Taxable?
Is my social security taxable? How much will I pay? Is there anything I can do? These are very common questions when thinking about your retirement income plan. Here's what you need to know.
Is Your Estate Plan by Default or Design?
Is Your Estate Plan by Default or Design?
When it comes to leaving your hard-earned wealth to the next...
SECURE Act 2.0 Explained
SECURE Act 2.0 Explained
The SECURE Act 2.0 would make some significant changes for retirement savers. Its key initiatives would delay RMDs, encourage employees to save more and start saving earlier, and lower retirement plan costs for small businesses. Here are the notable proposed measures and how they could affect you.
Federal Estate Tax Exemption 2022: Making the Most of History’s Largest Cap
Federal Estate Tax Exemption 2022: Making the Most of History’s Largest Cap
The federal estate tax exemption is higher than ever...for now. What is the exemption and how can you use it to reduce taxes and pass more wealth to the people and causes you care about before you lose the opportunity?
How Do I Reduce Estate Taxes?
How Do I Reduce Estate Taxes?
Are you worried about estate taxes eating into your wealth, leaving less for your family or charities you care about? Unsure what you can do or where to start? Use these 5 steps to make and maintain your plan to reduce estate taxes.
Success Story – Help Your Beneficiary Reduce Taxes on an Inherited IRA
Success Story – Help Your Beneficiary Reduce Taxes on an Inherited IRA
Patty and Steve want to leave a $1 million IRA to support their daughter with steady income but are worried about loss to taxes. Learn how they can use creative estate planning to reduce taxes and increase their impact.
A 100% Tax Deduction + 2 More Giving Opportunities in 2021
A 100% Tax Deduction + 2 More Giving Opportunities in 2021
Looking for ways to reduce taxes through strategic giving this year? Here are three opportunities not to miss before the end of 2021.
2022 Contribution Limits for 401(k)s, IRAs and More
2022 Contribution Limits for 401(k)s, IRAs and More
2021 retirement plan contributions have been released and, while the majority of limits are unchanged, there are a few updates to note. Here’s a summary!
3 Biggest Risks Facing Your Investment Plan
3 Biggest Risks Facing Your Investment Plan
When thinking of investment risk, market risk is just one type of risk to address. What else should you consider? Here are three risks you should account for in your investment plan.
What to Do (and Not Do) for Year-end Planning + Q3 in Review – Webinar Replay
What to Do (and Not Do) for Year-end Planning + Q3 in Review – Webinar Replay
Replay our discussion covering year end tax planning considerations, important updates in tax reform, and what's next for the market, economy, and your portfolios.
What to Do (and Not Do) for Year-end Planning, Tax Reform & Q3 in Review
What to Do (and Not Do) for Year-end Planning, Tax Reform & Q3 in Review
With income and estate tax changes on the horizon, consider these strategies to adapt your planning if reform is passed. But don't let the tax tail wag the planning dog!
5 Tips to Avoid Common S Corporation Mistakes
5 Tips to Avoid Common S Corporation Mistakes
The S Corporation has become one of the most popular entities for small business owners because it offers many of the protections of incorporation without being subject to some of taxes faced by other kinds of companies. But with all its benefits, we find a few mistakes that many business owners make. We collaborated with Chet Syversen, owner of Curated Accounting, to bring you 5 tips to avoid these common mistakes.
I’m 73 and Don’t Need My RMDs…What Should I Do?
I’m 73 and Don’t Need My RMDs…What Should I Do?
6 ways to use required IRA and 401(k) distributions you don't need to save taxes and make an impact on loved ones and causes you care about.
4 New Tax Changes + Q2 Market & Economy in Review – Webinar Replay
4 New Tax Changes + Q2 Market & Economy in Review – Webinar Replay
A replay of our July 28, 2021 webinar discussing 4 new tax changes and what you can do to prepare, plus a review of Q2 market and economic headlines.