What is a Roth Conversion and Should You Do It?

2021-11-08T13:14:13-05:00November 8th, 2021|Retirement Income Planning, Tax Strategies|

When you think of your major expenses, you might think of housing, healthcare, travel, or something else. But have you considered that taxes could be your biggest expense, even in retirement? There could be ways to reduce [...]

How a Financial Advisor Can Help You Pursue Tax-Smart Strategies

2021-08-09T05:19:58-05:00August 9th, 2021|Tax Strategies, Taxes & Tax Planning|

They say there’s no such thing as a free lunch, but what about a tax-deductible lunch? While many of your income sources can be taxed, there are strategies to help minimize your overall tax burden before and [...]

Concerned About Taxes On Your Retirement Account?

2021-03-03T16:13:58-05:00January 29th, 2021|Retirement Planning, Tax Strategies|

You might expect your tax burden to decrease in retirement – after all, you’re no longer receiving a paycheck that incurs income tax, the payroll tax, and Medicare tax. However, your income in retirement could be significant, [...]

4 Things You Can Do By the End of the Year to Help Lower Your 2020 Tax Bill

2021-03-03T16:12:48-05:00December 11th, 2020|Tax Strategies|

Here come the holidays and everything that goes with them – traveling, cooking, buying gifts, and of course, spending time with the people we love. It’s a busy time of year when finances can take a back [...]

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