What is Tax Loss Harvesting?
Just like your house, your investment portfolio needs maintenance too. Learn how Tax Loss Harvesting can help you reduce taxes and boost your long-term returns.
Maximize Your Retirement: Strategic Social Security Tax Planning
Multiple income sources in retirement can mean unexpected tax bills. What if you could minimize taxes and maximize your financial future? Watch our latest Planning Playbook video to discover the importance of Strategic Social Security Tax Planning.
Tax Tips for 2024
The 2024 tax filing deadline is approaching faster than you may think! Try not to let the burden of taxes dampen your spirits; we’ve got your back! While taxes may be inevitable, the associated stress and hassle don’t have to be for you. In this blog post we’ll help equip you with valuable tips to breeze through this tax season.
Will a Roth IRA Conversion Reduce Your Taxes?
What is a Roth IRA Conversion, and should you consider it? Three tax benefits of a Roth Conversion are reducing future income taxes, leaving retirement savings to heirs tax-free, and reducing the percentage of your Social Security benefits that are taxed. Watch the video to learn more about what a Roth IRA Conversion is and how it may save you money.
Why You Should Never Write a Check to Your Favorite Charity
Why should you never write a check to your favorite charity? Because there are better ways to support the causes that you care about. Watch this video to learn about two strategies that will mutually benefit both you and the organizations that do good for others.
Minimizing Unexpected Taxes
Mutual funds often spin off a significant amount of dividends and capital gains at the end of the year, causing unexpected tax problems. What can you do to mitigate the impact of these distributions on your finances? On this podcast we will walk you through your options and discuss action steps you can take to minimize the impact of mutual fund gains on your taxes.
Your 2022 Tax Preparation Checklist
Prepare for tax season with a 2022 tax checklist covering key documents, deductions, credits, retirement contributions, and filing considerations.
What You Need to Know About Taxes in Retirement
Your retirement income affects more than just taxes. We’ll discuss what you need to know about taxes in retirement, and share strategies that will let you keep more of your hard-earned wealth.
Will Your Taxes Go Up?
Plan for potential tax increases by understanding federal spending, proposed tax changes, national debt concerns, and the role of proactive tax planning.