Proactive Tax Planning 6 of 6
CASE STUDY: Proactive Tax Planning Strategies Over the course of the last couple weeks, we have shared several proactive...
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Proactive Tax Planning 5 of 6
3 Ways Charitable Remainder Trusts Provide Tax Advantages A charitable remainder trust can serve many purposes in one’s...
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Proactive Tax Planning 4 of 6
5 Tax-Minded Reasons to Have Life Insurance We offer proactive tax planning advice in an effort to accomplish two things...
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Proactive Tax Planning 3 of 6
One Roth IRA Workaround for High-Income Earners If you understand the concept of compounding interest and believe your...
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Proactive Tax Planning 2 of 6
8 Reasons to Convert to a Roth IRA No one wants to pay more than his or her fair share in taxes. Nor should you pay...
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Proactive Tax Planning 1 of 6
The Concept of the Four Tax Buckets No one wants to pay more than his or her fair share in taxes. Yet few have a good...
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To New Beginnings
A new baby is like the beginning of a lot of things in life - full of wonder, hope and a dream of possibilities. Desiree...
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Cleaning Out Your Financial Garage
I cleaned out my garage last weekend. I tend to accumulate things I don’t need or don’t often use. I pile up things that...
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5 Ideas For Gifting Non-Retirement Assets
At some point in your life, if you have accumulated assets, you may consider using your wealth to help others. Whether...
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6 Considerations for Pension Election
Lots of baby boomers are hitting retirement age. And with retirement come some pretty big irrevocable decisions. One of...
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4 Things to Know About a Qualified Charitable Distribution (QCD)
For those who have reached the age 70 milestone with taxable retirement dollars set aside, the IRS is knocking on your...
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ABC's of Financial Planning
Last week we discussed some common financial planning mistakes that even financially conscientious people make. With as...
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