Tax & Estate
Mar 2 2020How can I prepare for tax season?
Truth is, most of us don’t understand the tax code. As tax season quickly approaches, here are some suggestions that might help your planning process.Feb 6 2020Contributing to Your IRA by April 15 Could Lower Your 2019 Tax Bill
Here is your annual reminder to contribute to your IRA by April 15th for a potentially lower tax bill before you file your tax return.Dec 2 2019How Can I Give More to My Loved Ones and Less to the IRS?
How can I give more to my loved ones and less to the IRS? Let’s learn from hypothetical Mike & Donna. These examples apply to those working and retired.Apr 4 2019Direct Transfers vs. 60-Day Rollovers – Which is Better?
Eventually, you may want to transfer money from a retirement plan to an IRA. You can either choose a direct transfer or a 60-day rollever. Which is better?Mar 27 20195 IRA Contribution Rules that Might Surprise You
It’s that time of year again! The deadline to file your taxes is just around the corner. Here are 5 IRA contributions rules that you might not know about...Mar 15 2019Income Tax 101: What’s Taxable?
As you prepare your tax returns, it’s helpful to have a good understanding of how you are being taxed. Here is the breakdown on what's taxable...Feb 1 201910 Things to Know About Qualified Charitable Distributions (QCDs)
Want to save on taxes by making qualified charitable distributions (QCDs)? Here are 10 things to keep in mind as you plan out these complicated donations.Jan 7 2019Not All Investment Income Is Created Equal Because of Taxes: Case Studies
The income you earn on investments can often be deceiving. Read how taxes can affect your investment income and how we can help your complex situaiton!Dec 26 20184 of the Most Common Estate Planning Mistakes
The most common estate planning mistakes typically fall into one of four categories. Read how to avoid these mistakes in your estate plan.