Tax Focused Planning Archives - Finley Wealth Advisors

Tax-Wise Investment Techniques

Blog Financial Education & News Tax Focused Planning

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.

Tax Planning in Turbulent Times

Blog Financial Education & News Tax Focused Planning

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,

Cropped shot of a mature couple going through their paperwork together at home

Tax Planning In Retirement

Blog Retirement Advice Tax Focused Planning

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,

6 Tax Planning Strategies to Optimize Your Retirement Wealth

Retirement Advice Tax Focused Planning

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

Be Prepared For A Tax Policy Swing Back

Tax Focused Planning

For business owners, professionals, and families with sizable savings and income, tax rules are about as favorable as they’ve been in decades, but the tax policy pendulum could swing back again.

Understanding How Investments are Taxed Differently

Tax Focused Planning

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...

How to Save Taxes in Retirement

Retirement Advice Tax Focused Planning

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

Taxes Never Retire, but Benefits Escape

Retirement Advice Tax Focused Planning

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

Category Archives for Tax Focused Planning