Tax Planning

Keep Your Retirement Plan on Track During A Job Change

October 1, 2019

Is a job change in your future? Are you about to start a new job? Or are you starting the job search process? If so, this is probably a hectic time for you. Amid the chaos it’s easy to overlook the impact a job switch…

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Tax Season Is Here:

March 20, 2019

4 Tax Tips to Consider for 2019 The deadline for filing your 2018 tax return is right around the corner. Have you filed your return yet? If so, were you satisfied with the outcome? Or were you surprised by how much you paid in taxes…

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When Is Social Security Income Taxable?

March 6, 2019

Your Social Security income could be taxed. That may seem unfair or unfathomable. Regardless of how you feel about it, it is a possibility. Seniors have had to contend with this possibility since 1984. Social Security benefits became taxable above a certain yearly income level…

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What Can You Expect From the New Tax Law in 2019?

January 22, 2019

A new year is here, and with it comes a flood of year-end tax documents like W-2s, 1099s and others. Before you know it, the…

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The Major 2018 Federal Tax Changes

May 1, 2018

The Tax Cuts and Jobs Act made dramatic changes to federal tax law. It is worth reviewing some of these changes as 2019 approaches and…

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Don’t Forget to Budget for These Retirement Costs

February 8, 2018

A budget can be one of your most valuable financial tools as you plan your retirement. Your budget can help you plan your required income and make smart buying decisions. Unfortunately, most Americans don’t use a budget. According to a study from U.S. Bank, only…

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What Is Your Retirement Withdrawal Strategy?

December 18, 2017

Retirement is a major financial challenge for many workers. In fact, according to a study from Gallup, it’s the top financial worry for 54 percent of Americans.1 They’re concerned that they won’t be able to save enough money to fund their desired lifestyle in retirement.…

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3 Strategies to Minimize RMD Taxes

October 10, 2017

Have you used a traditional IRA to save for retirement? If so, you’re not alone. Traditional IRAs are among the most popular retirement savings vehicles. Much of their popularity is due to their unique tax treatment. You can deduct your IRA contributions, and all growth…

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