Category

Tax planning

Cash ManagementFinancial PlanningInfographicsInvestingRetirement PlanningSecure ActTax planningTraditional IRAUpdated for 2020

Non-Deductible IRA Contributions Aren’t Worth It – Here’s Why

5 reasons you shouldn't make nondeductible contributions to an IRA Are non-deductible IRA contributions worth it? Most high-income individuals are unable to make tax-deductible contributions to a traditional IRA due to IRS limits, yet their earnings level may allow the capacity to save more after maxing out a 401(k). Although any…
July 23, 2019
ForbesInvestingTax planning

How to Reduce Tax on Your Investments

No one likes paying taxesÉeven though a high tax bill can be considered a Ôgood problem.' Investors sometimes go to great lengths trying to reduce or eliminate their tax bill. Although being tax-efficient with your investments and financial decisions is a great way to maximize your wealth, making purely tax-driven choices may…
February 19, 2019
401(k) PlansEmployee benefitsFinancial PlanningRetirement PlanningTax planningUpdated for 2020

5 Financial Tasks to Prioritize in the New Year

There's truly no better time than the present to get your finances set up for the New Year. Unfortunately, for many busy professionals, there just isn't enough time in the day to tackle seemingly non-urgent matters. As a wealth advisor and CERTIFIED FINANCIAL PLANNER™ professional, I've seen how unintentional oversights or…
July 13, 2018