Tax & Estate
Mar 2 2022How 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.Jul 2 2021Let’s Talk Wills and Living Trusts: What’s the Deal?
Estate Planning can feel overwhelming. Work with your team of trusted, fiduciary advisors to create the best plan for you and your family...Mar 1 2021How Can I Ramp Up My IRA in 2021?
As we head into another tax season, don’t overlook your IRA. Here are some easy and practical ways you can ramp up your IRA in 2021....Feb 1 2021Should You Pay Someone to Do Your Taxes?
Filing your taxes can be complicated and overwhelming. Consider if hiring a professional is a better option than filing your tax return yourself...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...