Library

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.
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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.
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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.
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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.
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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.
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