I know how overwhelming it can be to have access to a 401(k) but be intimidated that you don’t have any idea and probably not even the time to understand why you need one or how they work. After listening to this episode you’ll have a solid understanding of how your 401(k) works so that you can more confidently put yours to use. My First 401(k) Why a 401(k) is Important Power of Time and…
Donor advised funds have been growing in popularity recently and that was even before the new tax reform made them a critical part in your tax planning strategy. Donor advised funds are extremely versatile tools that may help you create a more tax efficient plan while still giving back to the organizations that are important to you. I will provide information on what donor advised funds are, how tax reform has increased the importance of…
You may have heard that the tax reform that was passed at the end of 2017 will have a dramatic impact on tax filers moving forward. Although most people will be benefiting from lower taxes than in previous years, there are still key strategies that are relevant to review as you prepare for the end of the year. I will layout 16 simple year-end tax planning strategies that range from maximizing your tax efficiency, tax…