Year-End Tax Planning
Before you make those New Year Resolutions, you may want to review your expenses and investments that can impact your tax return. Watch the video below to hear from Josh on what to think about before December 31st.
Taxes on Social Security
Many retirees may be able to reduce the taxes they pay on their social security income. Its usually not something that can happen quickly. But, over time, we can usually create a plan that decreases your social security income tax.
IRAs for Retirees
IRAs are one of many qualified accounts where your retirement income can sit. Do you know the tax implications of IRAs? Do you have a plan to minimize your tax payments on your IRA funds?
Financial Advice Vs. Financial Information
Before you invest your life savings based on what the Financial Expert on TV or the internet says, you need to understand how it applies to your personal situation. In the video below, Josh explains the difference between financial information and financial advice.
Retirement Income Planning
Before you invest your life savings based on what the “Financial Expert” on TV or the internet says, you need to understand how it applies to your personal situation. In the video below, Josh explains the difference between financial information and financial advice.
The 3 Pillars of Retirement Planning
Fear of retiring is a very real thing that we see in our office all of the time. We reference “The 3 Pillars” which are Income Planning, Asset Allocation and Tax Planning to help you feel prepared for this next phase of your life. Listen to Josh discuss these 3 important topics in the video below.
