Tax Planning Articles
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.
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.
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.
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.
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.
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.
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.
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.
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.