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Posts — Category: Tax Planning
The Impact of Inflation on Retirees
Inflation is a pressing issue for all U.S. citizens, but retirees are more likely to bear the brunt. With Biden’s proposed tax hikes for the 2024 fiscal year, the financial
Jun, 13 2024
Beware the Retirement Savings Tax Trap
Minimizing taxes in retirement is crucial. Many overlook that IRAs and 401(k)s are only tax-deferred, not tax-free. You need a plan to minimize these taxes and keep more of your
Jun, 06 2024
How to Borrow Money Tax-Free: Mastering the Buy, Borrow, Die Method to Get Richer
“Retirement is not the end of the road. It is the beginning of the open highway.” – Author Unknown Understanding how to borrow money tax-free is crucial if you’re seeking
Apr, 17 2024
Discover 5 Ways to Minimize Taxes on Retirement Income
Planning for retirement? Taxes can significantly impact your financial freedom. Adjusting strategies as your income changes is key. Explore these tax-saving methods: Roth Conversion: Shift to tax-free withdrawals with a
Mar, 21 2024
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Discover Your Lost Fortune: What to Do About Unclaimed Retirement Funds
“Retirement is not just about financial planning; it’s an investment in a future where your savings become the currency for a happily-ever-after life.” – Unknown Stumble upon an old bank
Jan, 15 2024
2023 December Decisions: Year-End Effective Tax Planning for Retirees
“Every task, goal, race and year comes to an end…therefore, make it a habit to FINISH STRONG.” -Gary Ryan Blair. As the year draws to a close and the holiday
Dec, 29 2023
Discover The Surprising Truth About Social Security Benefits and Taxes
Did you know that even if you don’t work with a financial adviser, your benefits could be taxable? Many people are caught off guard by this realization. It creates a
Dec, 28 2023
Mistletoe Magic: Tax Savings On Charitable Contributions
“No one has ever become poor by giving.” – Anne Frank Giving to charity has the potential to provide great rewards, both for society and in terms of tax savings.
Dec, 25 2023