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Latest on the Blog
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How The SECURE Act Changes Retirement Planning
Retirement, 401Ks and IRAs, TaxesLast year we experienced the most legislation impacting retirement planning since 2006. If you are approaching retirement, you need to know how the SECURE Act changes retirement planning. The COVID-19 pandemic resulted in congress passing the CARES Act, SECURE Act, and the Consolidated Appropriations Act. The SECURE Act (along with a series of tax-extenders) was […]
Saving For Retirement
401Ks and IRAs, Investments, Retirement, TaxesWe all have a number of goals in life that we want to accomplish and saving for retirement is a priority for everyone. During our working years, we are trying to produce income and accumulate wealth. We grow our businesses and advance our careers. Asset purchases like homes and cars are made. We save for […]
A Guide to U.S. Taxes
401Ks and IRAs, Investments, TaxesThe United States has one of the most complex tax systems in the world. This guide to U.S. taxes will familiarize you with the types of taxes Americans pay. Raising revenue for the federal government is the primary purpose of our tax system. It comprises 40 percent of all money the U.S. Treasury takes in. Roughly half of all tax revenue is in the form of income tax. Yet, there are many different types of taxes that Americans pay. The better you can understand taxes, the more you can reduce taxes.
Maximizing Your Retirement Income
401Ks and IRAs, Investments, Retirement, TaxesOne common goal that all Americans share is to retire as early as they can. Maximizing your retirement income will give you the option to do so as early as possible. During our working years, we are constantly juggling the responsibilities of supporting a family, career growth, and paying down the mortgage. But retirement is […]
A Guide To Rolling Over Your 401k
401Ks and IRAs, Investments, RetirementTypes of 401k Rollovers Direct Rollover A direct rollover is when your 401k provider issues a check made out to the custodian where your IRA is held. For example, if your IRA was held at Charles Schwab, the check would be payable to: “Charles Schwab fbo John Smith.” This is the most popular 401k rollover […]
Help A Local Charity And Reduce Your Tax Bill
Investments, Charitable gifting, Retirement, TaxesWhat’s New In 2020 Changes to Standard and Itemized Deduction Limits The CARES Act passed earlier this year allows donors to use a universal tax deduction of up to $300 on their 2020 tax return if they take the standard deduction. This provision means that all taxpayers who don’t itemize deductions can give $300 and […]
How to Find the Best Financial Advisor
Investments, Retirement, Retirement Income, TaxesDetermine Your Needs As with a good financial plan, your search for a financial advisor should be centered around your specific needs. While most traditional financial advisors from the 1980’s and 1990’s focused on investments and stock-picking, many financial advisors today provide comprehensive financial planning services to their clients to help them make better financial […]