Category: Taxes

Proactive tax planning throughout the year is the key to reducing taxes and maximizing your after-tax dollars for wealth accumulation. This is accomplished by applying ...

During the past 25 years of providing financial guidance, I continue to be surprised by how many intelligent young professionals we see leaving money and ...

The Senate’s $2 trillion coronavirus-relief bill has several breaks for American workers and retirees. Below are a few of the highlights from the 2020 bill ...

Laws change and so must your strategies. Effective January 1, 2020, there are now 29 new provisions under the SECURE Act of 2019. Signed into ...

Proactive tax planning throughout the year is the key to reducing taxes and maximizing your after-tax dollars for wealth accumulation. This is accomplished by applying ...

We work with clients on a holistic basis at Total Wealth Planning. Oftentimes, this means looking for value or savings in all areas of a ...

Who’s managing your tax situation? Not a worry? What tax software is your advisor using? Proactive tax planning throughout the year is the key to ...

Do you currently make quarterly estimated payments to the IRS?  Many retirees and high income earners have to pull out the checkbook, fill out a quarterly payment ...

Since the Roth IRA was introduced as a savings vehicle in 1997, people have been trying to get as much money into them as possible ...

Since the Roth IRA was introduced as a savings vehicle in 1997, people have been trying to get as much money into them as possible ...