A tax plan is an overarching tax strategy to minimize your lifetime tax bill and it informs many critical retirement planning decisions leading to more wealth.
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Many people unknowingly miss out on a big benefit of charitable giving – tax savings – by not having a giving strategy.
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TAKEAWAYS:
- Federal marginal tax rates are set to increase in 2026, providing taxpayers with a small window of opportunity to maximize
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TAKEAWAYS:
- Despite being a powerful lever to drive retirement success, many retirees don’t have a well-thought-out tax plan.
- A lack
(~5 min) Maximizing the after-tax value of your savings requires taking money from the right places and executing strategies at the right time.
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A Roth conversion is the act of converting traditional IRA assets (or pre-tax 401k assets through a rollover IRA) to a Roth IRA. Any amount of IRA assets can be
For most financial advisors, retirement planning begins and ends with a “determination” of how much one can sustainably spend from their investment portfolio
For individuals who are currently charitably inclined or who aspire to be at some point, a Donor Advised Fund (DAF) can be a great tool to unlock several
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What is a Roth IRA Conversion Strategy
Most people have heard of a Roth IRA and understand their unique tax treatment, but many think they cannot open or fund
A strategy of converting traditional IRA (or pre-tax 401k) balances to a Roth IRA is valuable for many.
Current Lower Tax Rates Set to Expire at the End of
I have no idea who originally said it, but we have all heard the line, "there are only two things in life that are certain: death and taxes."
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Why Do We Care About Taxes?
We care because we want to pay less of them to stretch or optimize our limited resources over our lifetimes. In retirement, there