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3 Tax-Efficient Strategies to Help Maximize Your Retirement Income
tax planning Sometimes less income is a good thing! Here are three ways to help control your income in retirement and get a grip on the taxes you’ll pay.
How Taxes Impact Your Wealth Gap
tax planning Taxes are unavoidable, and if you look at their history, they could be on the rise soon. So, use the Internal Revenue Code to reduce your retirement wealth gap.
By Justin Goodbread, CFP®, CEPA, CVGA Publishedtax planning
Effective Tax Strategies for the Present and Future
tax planning When it comes to taxes, most people are reactive rather than proactive. As a result, they’re probably paying Uncle Sam more than they need to. Here’s how to avoid doing just that.
By Kathleen A. Stewart, AIF® Publishedtax planning
How Your Retirement Savings and Income Are Taxed
tax planning From 401(k)s (fully taxed!) to Social Security (partially taxed) to Roth IRAs (tax free!) – it’s good to know what kind of tax bills you’ll face in the future. Here’s the tax breakdown on 12 different types of assets.
By Derenda King, CFP®, CSLP® Publishedtax planning
Net Unrealized Appreciation: A Hidden Tax Strategy
tax planning It’s common knowledge that retirement income is subject to taxation. What’s not as well known is that some of that income is subject to a lower tax rate through Net Unrealized Appreciation.
By Samuel V. Gaeta, CFP® Publishedtax planning
How Proactive Tax Planning Can Rescue Your Retirement
tax planning Unless you plan ahead, your retirement savings could be a tax time bomb. Here are some strategies to help defuse it.
By David Lukas, Investment Adviser Representative Publishedtax planning
Retirees: Here’s How to Pay for 5 Common Expenses and Cut Your Taxes While Doing It
tax planning With tax planning still fresh on the minds of many retirees following the tax deadline, here are five tax-savvy ways to pay for expenses throughout the year that could save hundreds or thousands of dollars in taxes.
By Chase Mouchet, CFP®, CIMA® Publishedtax planning
Five Big Tax Breaks at Work
tax planning Did the 2021 tax refund you expected turn into a surprise tax bill? Taking advantage of your employee benefits package could help you lower your taxable income.
By David Jaeger, CFP® Publishedtax planning
The Clock Is Ticking: Take Advantage of Low Tax Rates Now
tax planning Three strategies to consider that might help limit your taxes now and throughout retirement.
By Aaron Jones, Certified Public Accountant Publishedtax planning
3 Strategies for Reducing Tax Risks in Retirement
tax planning Don’t let taxes surprise you during retirement. The funds you’ve saved for your post-work life may be taxed too, unless you carefully plan.
By Kelly LaVigne, J.D. Publishedtax planning