Category Archives for Tax Focused Planning
Tax-Wise Investment Techniques
We view effective tax planning as a way to reduce your lifetime tax bill—or beyond, if you’re preparing for a tax-efficient wealth transfer to your heirs.
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Tax Planning in Turbulent Times
How do we plan when we cannot know? The particulars may evolve, but it seems there are always an array of tax breaks to encourage us to save toward our major life goals—such as retirement, healthcare,
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Tax Planning In Retirement
There is one major tax-planning principle that changes in retirement that is often overlooked by retirees and their advisors alike, which results in paying more taxes than necessary. Entering retirement,
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6 Tax Planning Strategies to Optimize Your Retirement Wealth
You’ll benefit from the tax planning strategies in this post, whether you are currently retired or are still counting down the years, months, or days until retirement. Being deliberate about your
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Understanding How Investments are Taxed Differently
Taxes in retirement can have serious impacts and different investments are taxed differently. Retirees should be aware their taxable income could have an impact on more than their investment portfolio...
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How to Save Taxes in Retirement
When you take money from savings for retirement, you’re generally advised to tap taxable accounts first, then tax-deferred retirement accounts, and finally your Roth IRA. Here’s why: If you hold an
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Taxes Never Retire, but Benefits Escape
Congress’s complicated rules for the taxation of Social Security benefits open the door to opportunities to save. It used to be so simple. From the time the first checks were issued in 1937 through the
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