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Tax Planning Articles

 

Simple Strategies for Tax-Intelligent Cash Flow

Simple Strategies for Tax-Intelligent Cash Flow

Posted by on December 12, 2024

When it comes to managing your finances, even small decisions can make a big difference.

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From Saving to Spending: Build a Tax-Smart Withdrawal Strate

From Saving to Spending: Build a Tax-Smart Withdrawal Strate

Posted by on December 10, 2024

A well-planned, tax-efficient retirement withdrawal strategy can help you make the most of your assets and set the stage for a fulfilling, confident retirement.

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Building a Plan: Tax Strategies for Retirement Income

Building a Plan: Tax Strategies for Retirement Income

Posted by on December 05, 2024

By understanding and applying tax-efficient withdrawal strategies, you can potentially reduce your tax burden and make your hard-earned savings last longer.

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5 Tax Strategies to Maximize Returns and Minimize Burdens

5 Tax Strategies to Maximize Returns and Minimize Burdens

Posted by on December 03, 2024

In this article, we'll explore five tax-efficient investment strategies for high-net-worth individuals that can help you make the most of your portfolio.

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How Income Taxes Work

How Income Taxes Work

Posted by on July 02, 2024

Taxpayers and businesses spend an estimated 6.5 billion hours a year complying with tax-filing requirements, which is worth $364 billion in economic value just to comply with tax regulations.

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Avantax Market Update - May 2024

Avantax Market Update - May 2024

Posted by on May 06, 2024

In the May 2024 market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns for April then discusses interest rates, bonds and opportunities going forward in stocks around the globe.

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Important Birthdays Over 50

Important Birthdays Over 50

Posted by on June 08, 2023

Starting at age 50, several birthdays and "half-birthdays" are critical to understand because they have implications regarding your retirement income.

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How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

Posted by on June 06, 2023

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

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Filing Final Tax Returns for the Deceased

Filing Final Tax Returns for the Deceased

Posted by on May 30, 2023

When a family member passes away, there are many decisions that need to be made and many emotions to handle. The last thing anyone thinks about is taxes.

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Avantax Market Update - February 2023

Avantax Market Update - February 2023

Posted by on February 15, 2023

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