
Tax Planning Articles
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.
2022 End-of-the-Year Money Moves
Posted by on November 10, 2022
Here are some things you might consider before saying goodbye to 2022.
Avantax Market Update - November 2022
Posted by on November 07, 2022
In this month’s market update video, Avantax Chief Investment Officer, Ivan Gruhl, CFA®, provides a market update for November. He recaps market returns, discusses earnings, the Federal Reserve and the economy.
Avantax Market Update - October 2022
Posted by on October 11, 2022
In this month’s market update video host Austin Schaul, CFA®, Head of Research at Avantax, provides a market update for October. He recaps market returns, discusses the Federal Reserve, interest rates, the U.S. dollar and our outlook for the remainder of the year.
Avantax Market Update - August 2022
Posted by on August 10, 2022
View the August 2022 Avantax market update video as host Austin Schaul, Haad of Research of Avantax provides an update and discusses market returns, the economy, earnings, and the Federal Reserve.
Avantax Market Update - June 2022
Posted by on June 21, 2022
View the June 2022 Avantax market update video as host Ivan Gruhl, Chief Investment Officer of Avantax provides an update and discusses market returns, the Federal Reserve and our view on the risk of a recession as the economy slows.