Tax & Estate Planning
- 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...Mar 13 2019Reminder: Contributing to Your IRA by April 15 Could Lower Your 2018 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.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.Dec 20 2018Trusts Might Give You Flexibility and Lower Taxes
Depending on your situaton, giving to charity can be a complicated decision. The good news is there are a variety of options. Here are 3 strategies:Dec 18 20185 Things to Consider When Looking for a Financial Advisor
Choosing a financial advisor is often difficult. Here are five important items that you should know about your advisor before you hire them!