Tax Minimization in 2020 and Beyond
As the coronavirus spread, the government stepped in with unprecedented economic interventions, from direct payments to Americans, to relief for businesses. While these [...]
3 Unprecedented Measures During the Coronavirus Pandemic
We're living in unprecedented times, and the government is taking unusual steps to mitigate the economic damage done by the coronavirus. Strict measures [...]
Should You Pay Taxes Now or Later?
No one can fully escape taxes, but you do have some say in when you pay them. Different types of retirement income are [...]
3 Ways a Financial Advisor Can Help You With Tax Strategies
They say there’s no such thing as a free lunch, but what about a tax-deductible lunch? While many of your income sources can [...]
Why You Might Need to Adjust Your Withholding
One truth becomes apparent at tax time: Taxes are complicated. Even if the tax code were to never change, your bracket, filing status, [...]
4 Things to Understand About Taxes in Retirement
There are probably a few surprises in store for you in retirement, but your tax burden shouldn’t be one of them. Even if [...]
Do You Need to File a Tax Extension?
Doing your taxes might be complicated, but thankfully filing for an extension can help give you some more time to prepare. There are [...]
Saving for Retirement While Reducing Your Taxes
This tax season will be the first time Americans are filing under the new tax code, adding complexity, and possibly stress, to the [...]
Did You Make a Qualified Charitable Distribution this Year?
Did you make an IRA charitable distribution this year? If so, you’ll want to report it on your tax return. Charitable contributions are [...]
Your Tax Burden in Retirement
Even in retirement, taxes are a guarantee. Your Social Security benefit, capital gains, and retirement account distributions can all be taxed, leaving you [...]