Tax Strategy

News flash! Tax planning is complicated! Tax mistakes or oversights can cost more in retirement than you expect. Having a strategy for your withdrawals and stock sales is crucial. We’ll do a yearly review of tax considerations in all your accounts, and help you plan for required distributions and effects of capital gains. Should you open a Roth? Do a Roth conversion? Every circumstance is unique, and we take a detailed look at the best strategy for you.

Your tax situation may - or may not - change dramatically after you retire. We’ll help you and your CPA coordinate all your income sources, and help make the best determination for you.

2 min read read now

Financial Planning, Tax Strategy

Major Changes in IRAs and Retirement Plans: The SECURE ACT

The SECURE Act was recently signed into law and will likely have an impact on your financial, retirement and/or estate plan.

3 min read read now

Financial Planning, Investing, Tax Strategy

5 Tax Tips to Consider Before the End of the Year

Lea Ann Knight | Posted Nov 15

3 min read read now

Already Retired, Tax Strategy, Your Legacy

The Bodacious Benefits of a Donor Advised Fund

Lorraine Ell | Posted Nov 29

2 min read read now

Blog, Tax Strategy

Adding Inflation To Cost Basis: Good Idea Or Tax Disaster?

Lorraine Ell | Posted Nov 19

4 min read read now

Already Retired, Blog, Tax Strategy

Tax Strategy

Major Changes in IRAs and Retirement Plans: The SECURE ACT

5 Tax Tips to Consider Before the End of the Year

Lea Ann Knight | Posted Nov 15

The Bodacious Benefits of a Donor Advised Fund

Lorraine Ell | Posted Nov 29

Adding Inflation To Cost Basis: Good Idea Or Tax Disaster?

Lorraine Ell | Posted Nov 19

Retirement Cash Flow – Are Bonds and Dividend Stocks Enough?

Lorraine Ell | Posted Nov 8

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