Taxes

Smart moves for your tax refund

2017 Tax season is finally here. Many of you already completed your tax returns and many are still working on them, including me. Gosh, life used to be so simple when I didn’t own a business and only had W-2 income!...

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Time to Give It Away

Have you looked at the holdings in your individual or joint brokerage accounts lately? Do you see lots of gains as you look through the portfolio of your taxable accounts? Would you like to avoid recognizing those capital gains and save on your taxes too?...

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Roth/Traditional – What’s the Difference?

As I think most of us are aware, there are (2) types of IRAs – a Traditional and a Roth. These options are growing in availability within employer-sponsored retirement plans, and I think some explanation about the difference is warranted. Traditional accounts are tax-deferred, meaning...

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Charitable IRA Distributions

Most of us are aware the IRS requires us to take distributions from IRA’s no later than the year you reach 70 ½ (Source IRS.gov). For those who don’t necessarily “need” the money this can become an extra tax burden, and could impact how much...

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