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Posts — Category: Tax Planning
2023 December Decisions: Year-End Effective Tax Planning for Retirees
“Every task, goal, race and year comes to an end…therefore, make it a habit to FINISH STRONG.” -Gary Ryan Blair. As the year draws to a close and the holiday
Dec, 29 2023
Discover The Surprising Truth About Social Security Benefits and Taxes
Did you know that even if you don’t work with a financial adviser, your benefits could be taxable? Many people are caught off guard by this realization. It creates a
Dec, 28 2023
Mistletoe Magic: Tax Savings On Charitable Contributions
“No one has ever become poor by giving.” – Anne Frank Giving to charity has the potential to provide great rewards, both for society and in terms of tax savings.
Dec, 25 2023
Claiming Social Security at the Right Time: Balancing Taxes and Benefits
Benjamin Franklin said that there are only two things in life that are certain: death and taxes. How right he was. Just because you’re ready to enjoy the fruits of
Nov, 01 2023
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The Ultimate Tax Planning Checklist for a Tax-Efficient Retirement
Do you want to optimize your retirement savings and enjoy tax-free golden years? Look no further than our all-inclusive “Retirement Ready Checklist”. Let’s share some insights with you on how
Oct, 25 2023
Tax Havens for Retirees: Discovering the Most Wallet-Friendly States
Retirement is a critical period in life, and making the most of your retirement income can be easier when living in one of the top tax-friendly states. Come and explore
Oct, 19 2023
Plan Ahead: How the 2017 Tax Law Impacts Retirees and Near-Retirees
The tax-overhaul law signed by President Trump in 2017 brought significant changes, including lower individual income-tax rates, a higher standard deduction, and a raised estate-tax exemption. However, many of these
Oct, 12 2023
Navigating the Complexities of Taxes in Retirement
In the previous Tax Report, we explored a recent legislation that mandates the increasedutilization of Roth 401(k) plans among individuals who are older and earn higher incomes. Thisdiscussion sparked a
Sep, 07 2023