The Holiday Season is always a fast-paced time. However, setting a few hours aside each December to review your projected tax liability and financial plan can help extend your holiday cheer into the New Year.
Ideas & Insights
October 2017 - Retirees! Beware of “Indirect” Taxes!: As taxpayers approach and enter their retirement years, there are a number of new and fairly nuanced tax considerations to be aware of.
September 2017 - MAXIMIZE your Social Security AND Save on Income Taxes: After your Full Retirement Age is reached (i.e. Age 65 to 67), your Social Security Benefit will grow annually by 8% for each year that benefits are delayed until Age 70.
August 2017 - Not All Gifts & Inheritances are created equal!: Be careful when gifting assets during your lifetime or passing assets at death to ensure that the correct “tax beneficiary” is receiving the correct asset at the correct time.