April 16, 2019
4 Ways to Manage Taxes in Retirement
Think you’ll pay less in taxes during retirement? Careful, it’s not always the case. If you haven’t planned your spending and income sources right, you just might have an unexpectedly high tax bill. So how can you plan for lower taxes […]
March 14, 2019
Should I invest in a Roth IRA or a Traditional IRA?
One of the questions we often get this time of year is, “Should I invest in a Roth IRA or a Traditional IRA?” So, to help you as you consider which is best for you, here are some important facts: […]
December 4, 2017
It’s in the Detail…Increase Tax Savings Now and in the New Year!
Attention to detail may provide increased tax savings now and in the new year. Start simple by focusing on your 401(k), HSA and FSA. Understanding the contribution limits, how they work and just exactly how much you’re socking away in […]
October 10, 2017
Tax Bill Too High? Year-End Planning Can Help
Probably the last thing you want to think about is taxes. However, as we approach the close of 2017, planning ahead and taking advantage of this time-proven strategy before year-end, just may allow you to lessen your tax bite come […]
September 6, 2017
Too few take full advantage of this tax-advantaged savings account!
Many today, if not most, have a High-deductible Health Insurance Plan. A high-deductible plan has a deductible that generally ranges from as low as $1,300 for individual coverage to upwards of $2,600 for family coverage, depending on the plan. With […]
July 18, 2017
Passive Indexing has Evolved
Because the mutual fund has been around for many decades, more people understand this structure of investment than the exchange traded fund (ETF), particularly because most have been exposed to the mutual fund within their 401(k). With passive indexing, there […]
May 1, 2017
Taxes in retirement? –What to consider now
Ever dream about your next phase (retirement) and think about how much less in taxes you’ll pay? Careful, it’s not always the case that you’ll pay less tax. Most people think about what that next phase looks like in terms […]
February 20, 2017
Managing Taxes in Retirement
Managing taxes in retirement can be complex. Thoughtful planning may help reduce the tax burden for you and your heirs. Nothing in life is certain except death and taxes. —Benjamin Franklin That saying still rings true roughly 300 years after […]
December 5, 2016
Lower Your Tax Bill with Year-End Planning
By planning ahead and taking advantage of this time-proven tax strategy before year-end, you may be able to lessen your tax bite come April 15. As we approach the close of 2016, probably the last thing you want to think […]
