Don't plan to fail by failing to plan.
A Fee, or a Tax?
No one loves taxes and we talk about it all the time, but few talk to their advisors about fees.
The SECURE Act: Simple Ideas for Your Planning
Here are a few actionable ideas to use in light of the SECURE Act passage.
‘Tis the (Tax Savings) Season
Most Americans have to work nearly 4 months each year just to pay their tax bill. Let's discuss how we can shorten that timeframe.
Planned Giving Strategy Update
(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
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!