Tax Planning

This article discusses the opportunity for high earners to make contributions to a Roth IRA.

This article reviews the rules for required distributions from retirement accounts.

This article reviews the different retirement plans available to small business owners to attract and retain talent as well as save for their own retirement.

This article reviews the concept of tax loss harvesting and describes how the strategy can save on taxes now and in the future.

This article reviews the additional charges assessed on high earners for their Medicare coverage and details how long-term tax planning can help reduce or eliminate these costs.

This article describes the Health Savings Account (HSA) in detail and suggests an option for aggressive savers to plan for health care costs in retirement.

This article reviews the pros and cons of Roth IRA conversions and discusses why converting in bear markets can be more beneficial.

This article explores the hidden costs of getting married as a single parent.

A helpful reminder of important financial matter to take care of before year-end.

This article reviews how Social Security benefits are taxed at the federal and state level and offers suggestions for minimizing the taxation of these benefit payments.