Balancing portfolio growth with tax efficiency doesn’t have to mean sacrificing returns. From long-term capital gains to tax-deferred accounts and municipal bonds, smart strategies can help you grow wealth while keeping more of what you earn.
One important question that all who are approaching retirement should consider is how taxes will impact their retirement income. Especially since most retirees are “spending down” their retirement nest egg, making it last as long as possible is a high priority.
Through a technique known as “tax-loss harvesting,” recognizing a loss on an investment that is down in value can position you for future tax advantages as you manage your portfolio. Our article explains.
By Caleb Arringdale,Tax Advisor For some small business owners, tax season is the time of year when they can’t use their dining room table because it’s
By Caleb Arringdale,Tax Advisor Probably the biggest reason people get stressed about doing their taxes is because they haven’t kept good records during the year. Nobody
By Aristotle Makris, CPA, CFP® In late 2022 as part of a major budget bill, Congress passed the Secure Act 2.0, which includes dozens of new
By Caleb Arringdale,Tax Advisor Some believe that the financial planning industry is unnecessary and choose to follow a few common-sense aphorisms like “Spend less than you
We share some tips with CNBC on how to be strategic with year-end charitable gifts. Read the Entire Article Here
The Planning Center’s Founder, CEO and Partner Marty Kurtz, CFP®, featured in the Quad City Times discussing year-end planning for charitable giving with Sarah Ritter. Read the
by Anina DeTommaso Like it or not, tax preparation should be a year-round endeavor. To maximize your deductions for charitable giving at tax time, be sure
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