4 Tips for Proper Tax Filing
With the new year in full swing, tax season is just around the corner. Filing federal incom [...]
February 2023
November 2022
Can You Turn Investment Losses into Tax Gains?
When markets take a spill, especially when it comes to your retirement investments, it’s ha [...]
August 2022
What Is a QCD and How Does It Work?
You might expect your tax burden to decrease in retirement – after all, you’re no longer re [...]
November 2021
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 s [...]
August 2021
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? Whil [...]
March 2021
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 d [...]
3 Reasons Your Tax Burden Could Actually Increase In Retirement
Will your tax burden dramatically decrease in retirement once you stop receiving a paycheck [...]
December 2020
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 gift [...]
October 2020
How Will Social Security Benefits and Taxes Change Next Year?
The Social Security Administration recently made some important announcements that workers [...]
September 2020
3 Reasons Why Your Tax Burden Could Increase In Retirement
Most people assume that their tax burden will dramatically decrease in retirement once they [...]
