Imagine a retired client. Being 68 years old, he’s managed to save a bit of money over his lifetime. Whatsmore, that money is spread across different types of accounts: His tax-deferred traditional IRA His tax-free Roth IRA The family’s taxable investment account Being that the client is retired – and a good portion of his […]
Tax Planning
How to Save on Taxes
No one likes taxes. So, why not strategize on how to save on them? Listen up for a few strategies to decrease your tax bill.
Tax Planning from Sheryl Rowling, CPA, PFS
Sheryl Rowling is a practicing financial advisor, tax ninja, and creator of Total Rebalance Expert (TRX). She gave a summary of the new tax changes at a recent quarterly meeting of the San Diego Financial Planning Association. Here are a few takeaways from her talk. Bunching Deductions in Alternating Years Bunching deductions is certainly not […]