by David Roberts | May 25, 2023 | Taxes
Tax efficient investing is a strategic approach that aims to minimize the impact of taxes on your investment returns. By understanding the tax implications of various investment options and employing tax efficient investing strategies, you can maximize your after-tax...
by David Roberts | Dec 28, 2022 | Taxes, Tools
Common Questions About Inherited IRA Distributions If you inherited an IRA after passage of the SECURE Act in 2020, you may be one of the many Americans who are confused about the rules for required minimum distributions (RMDs). In the early part of 2022, the IRS did...
by David Roberts | Oct 18, 2022 | Taxes, Tools
What Is Tax Loss Harvesting? Maximizing the after-tax return rate of your portfolio is an important, long-term objective which involves reducing the impact of taxes on the portfolio when possible. Tax loss harvesting helps you meet this objective by either reducing or...
by David Roberts | Aug 16, 2022 | Investing, Roth IRA, Taxes, Tools
Although Congress failed to pass President Biden’s economic legislation in 2021 as originally planned, they are still on track to pass an alternate version of the Build Back Better Act in 2022. Still on the table within the legislation are proposed limits on Roth...
by David Roberts | Aug 15, 2022 | Taxes
After working hard throughout your life, you deserve to relax and enjoy your retirement. But that doesn’t mean taxes stop. Here are seven tips to help you with tax planning for retirement. Tax-Bracket Planning This can take two forms: long-range and annual tax bracket...
by David Roberts | Apr 6, 2021 | Estate, Insurance, Taxes
Many of you already have estate documents, probably executed many years ago. You need an estate attorney to look over your documents every 10 years or so. Here are a dozen points to review. 1. Do you have a will and powers of attorney for health care and...
