Just once in your lifetime you are allowed to roll money from your IRA to your HSA, or health savings account. This IRA to HSA rollover is called a... Read More
Although often overshadowed by the higher federal tax rates, state income taxes can take a large bite out of earnings. Thankfully, there are a few options to reduce your... Read More
The Net Investment Income Tax is an added tax that is charged on dividends, interest, and capital gains from your investments. It can also apply to many other forms... Read More
If you don’t need your RMD (required minimum distribution) to cover ongoing living expenses, you are required to still take it. Here are 3 options that can help you... Read More
There are a number of valuable items you can review on your tax return to reduce how much tax you are paying when retired: Read More
There are a number of ways to use your investments to give to charity that not only are great for the charity, but also gives you potentially valuable tax... Read More
Roth conversions can be a huge benefit for many investors and retirees. In fact, we help many of our clients with them every year. But, it takes proper planning... Read More
Doing something called a “Mega backdoor Roth conversion” is a great way to get more into your Roth savings. Here’s how to know if you qualify, and the steps... Read More
As the end of the year approaches, your time is running out to accomplish several common end of year tax reduction strategies. Here’s a few items to consider today,... Read More
Successfully appealing Medicare’s IRMAA surcharge can save a retired couple thousands of dollars in annual Medicare costs. However, there are strict requirements for when you can and cannot appeal... Read More
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