Can You Turn Investment Losses into Tax Gains?
When markets take a spill, especially when it comes to your retirement investments, it’s harder to find ways to meet your financial goals. [...]
Will You Have Tax-Advantaged Buckets in Retirement?
You’ll likely have several sources of income in retirement that can be taxed, such as IRA distributions and Social Security benefits. But, do [...]
What is a Roth Conversion and Should You Do It?
When you think of your major expenses, you might think of housing, healthcare, travel, or something else. But have you considered that taxes [...]
How a Financial Advisor Can Help You Pursue Tax-Smart 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 [...]
5 Things to Know About COVID and Your Taxes
We’ve entered a full year of living with the pandemic, and there have been several events during the year that could affect you [...]
3 Reasons Your Tax Burden Could Actually Increase In Retirement
Will your tax burden dramatically decrease in retirement once you stop receiving a paycheck? Maybe not – maybe it will increase. Between retirement [...]
3 Ways Your Advisor Can Help You This Tax Season
As we enter this tax season, you may realize that your situation has changed. Maybe you were affected by the CARES Act, COVID, [...]
4 Things You Can Do By the End of the Year to Help Lower Your 2020 Tax Bill
Here come the holidays and everything that goes with them – traveling, cooking, buying gifts, and of course, spending time with the people [...]
How Will Social Security Benefits and Taxes Change Next Year?
The Social Security Administration recently made some important announcements that workers and retirees should note, including a Social Security benefit increase – and [...]
3 Reasons Why Your Tax Burden Could Increase In Retirement
Most people assume that their tax burden will dramatically decrease in retirement once they stop receiving a paycheck, but this isn’t always true. [...]