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The Wealth & Tax Planning Connection: Reducing Your Taxes

The wealth & tax connection: It’s where true financial optimization happens. Learn how to leverage this powerful relationship to reduce your taxes and pursue your financial goals.

Why You Should Consider Sending Your RMDs Straight to a Charity

Did you know you can make a positive impact while reducing your tax burden? Learn more about this strategy and how it can benefit you.

Your Tax Preparation Checklist

Ready for tax season? If you find yourself scrambling, use this checklist to stay organized and prepared as you file your 2023 taxes.

TEN COMMON TAX MISTAKES (PART TWO)

Today we get to the remaining most common tax mistakes.

TEN COMMON TAX MISTAKES (PART ONE)

As my business card states, I am a fee-only financial planner. An independent financial advisor is very different from an accountant, so this posting should not be construed as tax advice.

WHY ROTH CONVERSIONS AREN’T FOR EVERYONE

As mentioned in previous postings (Minimize Your Tax Bill and Recharacterizing a Roth Conversion), converting a traditional IRA to a Roth IRA is likely not beneficial for investors who believe they will be in a lower tax bracket during retirement than during their working years.