Posts Tagged ‘Tax Planning’
How to Lower Taxes in Retirement Before the End of 2026
Most people spend decades learning how to save for retirement, but not many specifically learn how to withdraw money from those savings in a tax-efficient way. Retirement often introduces a new set of…
Read MoreWhat Happens Financially When One Spouse Passes Away
There are some tough conversations in life that almost everyone knows are important, yet many families still put them off. Not because they don’t care. Usually, it’s because life gets busy, responsibilities settle into routines, and no one wants…
Read MoreSelf-Employed Retirement Accounts
Working for yourself can create a very different relationship with retirement planning. For some people, consulting or contract work starts as a gradual transition out of a traditional career. Others begin earning…
Read MoreUnderstanding Step-Up in Basis: What Happens When You Inherit Appreciated Property
Inheriting property while dealing with grief is overwhelming enough without worrying about complex tax implications. One of the most important concepts to understand is “step-up in basis,” a tax benefit…
Read MoreApril 14, 2025 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read MoreThe ABCs of RMDs: Required Minimum Distributions
Folks approaching retirement or already enjoying their golden years may have heard of Required Minimum Distributions, or RMDs. Understanding RMDs and how they can impact your financial and tax planning…
Read MoreDecember 2, 2024 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read MoreNationwide Monument Advisor for Tax Planning Strategies
Planning for retirement requires a comprehensive approach, especially when it comes to tax-efficient strategies that allow you to maximize the growth and distribution of your investments. Enter the Nationwide Monument…
Read MoreMarch 25, 2024 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read MoreNavigating Tax Withholding – A Guide for Retirees
Taylor Wolverton joined us on our podcast this week, and for those who don’t know, she’s our go-to person for everything taxes. This week we’re discussing tax withholding, which can…
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