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Tax Planning

Using a Donor-Advised Fund to Maximize Tax Deductions by Brian Fritzsche, CFA

Submitted by Moller Financial Services on February 25th, 2019

The 2018 tax year saw major tax changes enacted, including the restriction and/or elimination of some itemized deductions.  This article discusses the donor-advised fund and how it can be used to continue receiving tax deductions for charitable gifts.

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  • Brian Fritzsche, CFP®, CFA, CRPC®
  • Financial Planning
  • Tax Planning
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How a 529 Savings Plan Could Help Keep Your Child Out of Debt by Brian Fritzsche, CFA

Submitted by Moller Financial Services on August 21st, 2018

With many parents struggling to help finance their children’s schooling, the 529 plan remains one of the best options when it comes to saving for college.  This article provides an introduction to 529 plans and explains how they can be utilized to help achieve your family’s educational goals.

Tags:
  • Brian Fritzsche, CFP®, CFA, CRPC®
  • Financial Planning
  • Tax Planning
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Accelerating Deductions for the Tax Bill by John Nowak

Submitted by Moller Financial Services on December 18th, 2017

The tax bill (aka Tax Cuts and Jobs Act) compromise version, where the House and Senate agree, has been finalized.  As a result of this new law, there are three actions taxpayers should consider before December 31st.

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  • Tax Planning
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What the Tax Cuts and Jobs Act Means to You by John Nowak

Submitted by Moller Financial Services on November 17th, 2017
The House passed the Tax Cuts and Jobs Act. This post summarizes the key changes and how they may affect your personal taxes.
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  • Tax Planning
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Last Minute Tax Savings by John Nowak

Submitted by Moller Financial Services on March 3rd, 2017

By now, almost everyone should have received the necessary forms to file their tax returns. Is there anything else you can do keep some of the money you earned from going to Uncle Sam?  Let’s explore a few ideas that may help you save on your 2016 taxes, even though it is now 2017.

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  • Tax Planning
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Tax-Free Income for Everyone! by Nate Eads

Submitted by Moller Financial Services on February 9th, 2017

Tax diversification is an important consideration for those saving for retirement.  With proper planning, Roth IRAs may be able to provide you with future tax-free income.

Tags:
  • Nate Eads, CFP®
  • Tax Planning
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