Articles from the Tax Planning Category


2017 Simple Year-End Tax Savings Ideas

November 14th, 2017

(may not apply to you, always consider your cash flow and cash reserve first, and always consult your CPA for details) Increase your pre-tax 401k contributions … Read More


Charity + Tax Deduction: a charitable fund

November 8th, 2016

This may be relevant if you are interested in some combination of the following… You want to be involved in charitable giving. You are seeking … Read More


3 BIG Financial Considerations to Having Children

June 23rd, 2016

By:  Jonathan McQuade, CFP® Okay, okay.  Deciding to have children is not often based on the idea of a positive economic outcome for parents.  As … Read More


Taxes, Retirement, and Timing Social Security

August 31st, 2015

The advantages of tax deferral are often emphasized when it comes to saving for retirement. So it might seem like a good idea to hold … Read More


Key Numbers for 2015

February 11th, 2015

Every year, the Internal Revenue Service (IRS) announces cost-of-living adjustments that affect contribution limits for retirement plans, thresholds for deductions and credits, and standard deduction … Read More


Importance of Timing a Roth IRA Conversion

December 12th, 2014

Conventional wisdom holds that if you convert a traditional IRA to a Roth IRA, you should never pay the conversion taxes from IRA assets. The … Read More


Year-End Charitable Giving

December 10th, 2014

With the holiday season upon us, and the end of one year and the start of another approaching, we pause to give thanks for our … Read More


Prepare Now for a Year-End Investment Review

October 9th, 2014

Getting organized for your year-end investment review with your financial professional may help make the review process more efficient. Here are some suggestions for making … Read More


Leaving Assets to Your Heirs: Income Tax Considerations

October 9th, 2014

An inheritance is generally worth only what your heirs get to keep after taxes are paid. So when it comes to leaving a legacy, not … Read More


Retiring and Relocating? Don’t Neglect State Taxes!

October 9th, 2014

If you’re retired, or about to retire, you may be thinking about relocating to a state that has low tax rates or provides special tax … Read More