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Posted on February 1, 2021
“The hardest thing in the world to understand is the income tax.” – Albert Einstein Every year, the IRS reviews marginal tax rates, retirement plan contribution limits, the taxability of Social Security and the estate and gift tax… Read More
Category: Tax Planning
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Posted on November 17, 2025
Tax-Saving Moves You Can Make Before Year-End
by J. Eric Rice, CFP(R), ChFC(R)
From maximizing tax-advantaged savings accounts to donating to charity, here are strategic tax moves to consider before year-end. Tax Day may still be months away, but there are plenty of tax-planning strategies you can consider before then to… Read More
Category: Investment Planning, Market Commentary, Tax Planning
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Posted on October 25, 2024
Great savers could face a ‘tax time bomb’ in retirement, advisor says — here’s how to avoid it
by J. Eric Rice, CFP(R), ChFC(R)
Key Points: If you’re nearing retirement with a large pre-tax 401(k) plan or individual retirement account balance, you need to a plan for managing future levies, experts say. With Required withdrawals… Read More
Category: Investment Planning, Tax Planning
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Posted on January 27, 2023
Key Tax Moves for 2023
by J. Eric Rice, CFP(R), ChFC(R)
Consider ways to help reduce taxes on your income and investments by acting now. Key takeaways Wider tax brackets, a higher standard deduction, and expanded saving opportunities may help create new tax-saving possibilities for 2023. Don’t wait until… Read More
Category: Estate Planning, Investment Planning, Tax Planning
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Posted on December 16, 2022
12 Last-Minute Tax Tips for 2022
by C. Todd Fry, CIMA(R), CFS
Act now to save money on 2022 taxes. Key takeaways Retirement savings plans such as 401(k)s and 403(b)s have a December 31 deadline for contributions through payroll deductions. If you itemize, consider charitable contributions and accelerating medical expenses…. Read More
Category: Investment Planning, Tax Planning
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Posted on November 17, 2022
10 Tax Planning Tips for the End of the Year
by J. Eric Rice, CFP(R), ChFC(R)
Tax planning between now and the end of the year can have a significant impact on how much tax you have to pay next April. Financial decisions you make between now and the end of the year… Read More
Category: Investment Planning, Tax Planning
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Posted on October 18, 2022
What Property to Put in a Living Trust
by J. Eric Rice, CFP(R), ChFC(R)
For the greatest benefit, hold your most valuable property items in your living trust.
Category: Estate Planning, Tax Planning
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Posted on May 10, 2022
Decide Where to Live in Retirement
by J. Eric Rice, CFP(R), ChFC(R)
When helping clients plan for retirement, we always recommend that they think about retirement in three phases—the “Go-go” years, the “Slow-go” years, and the “No-go” years. Still these three stages mean something different for every retiree. How should… Read More
Category: Estate Planning, Investment Planning, Tax Planning
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Posted on January 17, 2022
Charitable Giving and Your Financial Plan
by Tracy Severson FPQP(R)
Generosity is great. But should it be spontaneous? Rarely, if ever. Giving has two components—where you give and how your give. First, there is the legacy you want to leave, the values you want to impart to future… Read More
Category: Community/Giving Back, Investment Planning, Tax Planning, Video
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Posted on November 9, 2021
Sharing the Wealth: How Lifetime Gift Tax Exemption Works
by Curated article
As Congress continues to debate a reduction in the estate and gift tax exemption–slated to rise to $12.06 million in 2022–now may be a perfect time to consider some lifetime gifts. Many people plan for bequests at the… Read More
Category: Estate Planning, Investment Planning, Tax Planning
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Posted on February 1, 2021
2021 Quick Tax Facts
by J. Eric Rice, CFP(R), ChFC(R)
“The hardest thing in the world to understand is the income tax.” – Albert Einstein Every year, the IRS reviews marginal tax rates, retirement plan contribution limits, the taxability of Social Security and the estate and gift tax… Read More
Category: Tax Planning Tags: 2021 tax, tax, Tax planning
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