Taxes & Tax Planning

Take Advantage of These Tax Strategies Before the Year Ends

We’re coming up on the end of the year, and while it’s a time to take a break and enjoy the holiday season, it’s also a good time to consider tax strategies that may benefit you. Because taxes are calculated from January 1st to December 31st of each year, and certain retirement rules and laws [...]

2023-11-13T16:26:29+00:00November 13th, 2023|blog, Taxes & Tax Planning|

Retirement Tax Strategies to Consider

How you handle taxes and when you are taxed are two of the most important factors when it comes to retirement planning. If you are putting together the puzzle pieces of your retirement plan and you are curious about some strategies related to taxes and retirement, here are some possible options: Consider a Roth IRA [...]

2023-07-17T15:41:47+00:00July 17th, 2023|blog, Retirement Planning, Taxes & Tax Planning|

3 Tax Optimization Strategies to Remember for Retirement

As you plan for retirement, it's important to consider tax optimization strategies to minimize your tax liabilities. Here are three key ways to optimize taxes in retirement, based on information from sources published between 2022 and 2023. Consider the Tax Structure of Your State and Locality Consider living in a tax-friendly state. [1] Many states [...]

2023-06-13T12:10:50+00:00June 13th, 2023|blog, Taxes & Tax Planning|

Can You Turn Investment Losses into Tax Gains?

When markets take a spill, especially when it comes to your retirement investments, it’s harder to find ways to meet your financial goals. If you were relying on IRA or 401(k) withdrawals to cover your expenses, doing so when markets are down would decrease the lifespan of your savings. And if you’re nearing retirement, market [...]

2023-06-01T20:32:35+00:00May 11th, 2023|blog, Investing, Taxes & Tax Planning|
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