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Tax Strategy

Discover insights and resources related to this topic.

As you approach retirement, it’s time to focus on your financial game plan and make sure you’re maximizing your tax advantages –– especially if you’re expecting a large payout. Every...

The $3,000 exemption for withdrawals from a 457(b) plan is a valuable benefit for eligible retired first responders who use their retirement funds to pay for qualified health insurance premiums....

Charitable giving not only allows you to support causes you care about, but it can also offer significant tax benefits when approached strategically. Whether you’re a retiree looking to maximize...

If you are a real estate professional, buying an investment property and using a cost segregation study can help you create big tax deductions to reduce your overall taxable income....

Many clients come to us not knowing that they CANNOT contribute to an Individual Retirement Account (IRA) and receive a tax deduction because they participate in an employer-sponsored retirement plan....

Section 179 Deduction with 2024 Bonus Depreciation The Section 179 deduction allows businesses to deduct part of a vehicle’s purchase price used for business in the year it is bought....

Minimizing taxes in your retirement year can be quite tricky. While many people are concerned with minimizing their taxes (who actually likes to pay more than they have to?!) and...

As you approach retirement, you might be asking yourself, “Should I put my retirement assets in an annuity?” There are three main types of annuities: variable, fixed-indexed, and fixed. In...

Qualified Charitable Distributions (QCDs) are a direct transfer of monies from your IRA custodian as funds payable to a qualified charity. QCDs may be tallied toward meeting your annual required...

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