Where is Your Money Taking You?
Learn how to make your money work for you. Discover tips and insights for smarter financial decisions that lead to a secure and happy retirement. Start planning for the retirement of your dreams!
Posts — Category: Tax Planning
How Income Taxes Work
The Internal Revenue Service estimates that taxpayers and businesses spend about 8 billion hours a year complying with tax-filing requirements. To put this into perspective, if all this work were
Jan, 12 2022
Smart Ways to Spend Your Tax Refund
When tax time rolls around, you are likely waiting for that tax refund to come in, or maybe you already received it. Chances are it is a good chunk of
Dec, 20 2021
Types of IRA’s and How They Work
What are My IRA Options? Retirement planning is far from simple. Sometimes, it feels like you are speaking a different language from everyone else. From words like 401k and 403b to
Dec, 10 2021
Shining A Light On Your Taxes In Retirement
You’ve spent much time and effort accumulating money for retirement. It is critical to understand how taxes might affect what portion of that money you actually keep. Here are six
Dec, 09 2021
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Important Tax Return Deadlines for 2021 Returns
Here is an overview of deadline dates, return types, dates to receive your forms, extensions, etc., and a brief description with helpful tips. Make sure you adhere to the deadlines
Dec, 02 2021
What Is a 1035 Exchange?
According to the most recent information available, Americans have individual life insurance with a total face value of $12.4 trillion.1 Due to a variety of factors, these individuals may find
Nov, 10 2021
Tax Efficiency in Retirement
Will you pay higher taxes in retirement? It’s possible. But that will largely depend on how you generate income. Will it be from working? Will it be from retirement plans?
Nov, 10 2021