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Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts, including tax-advantaged asset protection.
As a full service financial services firm, we also offer a full range of tax preparation, accounting, and tax planning services. Click the link button below for more information from our CPA website.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
This checklist can give you a quick snapshot of how prepared you are.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
What does your home really cost?
When you retire, how will you treat your next chapter?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Doing your research is key before buying a vacation home.
Taking your Social Security benefits at the right time may help maximize your benefit.
Learn about what risk tolerance really means in this helpful and insightful video.