(Does not apply to your 2017 tax return) Recent tax reform has given us a reason to examine our charitable gifting strategies. Because this involves taxes, it may not seem as if this advice is "simple" but I assure you, it is worth understanding. Whether we give our time, our money, or our goods away, the … Continue reading Planned Giving Strategy Update
Category: Advanced Wealth
Roth IRA’s Made Simple(r)
Roth IRA's continue to be one of the best tax structures for saving retirement money. I also believe they are one of the best assets to pass along to the next generation. Additionally, there are no Required Minimum Distributions (RMDs) due at age 70 1/2. However, getting them funded has been a challenge for many. … Continue reading Roth IRA’s Made Simple(r)
Tax Reform is Here
We’ve been hearing about tax reform for a long time and now it is headed to President Trump’s desk for signature. Today’s commentary is designed to cover more pressing considerations as it relates to 2017 and steps you should consider taking before year-end.
Beating Uncle Sam
Tax savings can be found through some simple strategies, employed year-after-year. Let's get started!
HSA = Huge Savings Advantage
HSA's represent a great long-term tax planning opportunity. Don't miss out!
Selecting a Financial Advisor
Let's take a high-level look at the steps involved when selecting a financial advisor.
529 Plans – OH Ranks at the Top!
Saving for college is not easy. The old adage, a dollar saved is a dollar earned rings very true. Read about the tools I use to help families save for their child's education, and read exactly how I save for mine.
What I Did After the Equifax News
In today's online world, we must protect our identity. Here are some helpful tips.