Video: 4 Tax-Saving Tips for 2020
2020 has been a challenging year. But it has also presented us with a number of tax breaks which gives the potential to lower our taxes for this year and even possibly for next year.
2020 Year-End Tax Planning
Traditional tax planning has always focused on deferring income as long as possible. This may be the year to end such deferrals and take advantage of the low 2020 tax rates to recognize income.
Some "Four-by-Four" Tax Planning for 2020
If we combine some of this year’s extra tax breaks with the long-term possibility of higher taxes ahead, 2020 may be more than just a year of upsets. It could also be a year for seizing unique opportunities to lower your overall tax liability.
Coronavirus Challenge: What to Do While Waiting Out the Bear Market
We’ve witnessed that the most successful investors were those that had a financial plan and didn’t deviate from that plan when high volatility showed up. Here’s some coverage on what we, you, and the market can do while we hunker down at home, and wait for better days.
5 Ways to Make Tax Season Less...... Taxing: Less Crying, More Filing
What can you do NOW to minimize your taxes going forward? Tax payment fatigue is real, but with a little planning, you can reach your long-term goals without getting strung out by the process.
You, Your Retirement and the SECURE Act
The SECURE Act provides a mixed bag of incentives and obligations for retirement savers and service providers alike. Its intent is to make it easier for families to save more for retirement. That said, “easier” doesn’t necessarily mean less complicated.