Income tax planning is critical to your financial success, but navigating our complicated federal “pay-as-you-go” income tax system can be difficult. Adding further complexity, you must understand and adapt to frequent changes in tax laws and in your personal circumstances. Each tax year, it is … [Read more...]
Estimated Tax Payments
Health Insurance Through the Marketplace
Health insurance coverage is often a primary concern for those who are retiring early. Understanding the different available options, and weighing the pros and cons of each, can be a complicated and stressful process for early retirees. To help, we have provided this “If I Retire Early, Should I … [Read more...]
Documents for 2023 Tax Returns
Filing your taxes is never fun. Whether you are working with a tax professional or preparing your tax returns on your own, getting your tax documents pulled together can be stressful. This checklist covers the key issues to consider when preparing to file your tax return, such as: Documents … [Read more...]
Roth IRA Contributions
A Roth IRA is a great option for those looking to save after-tax dollars, offering the opportunity for tax-free growth, and favorable distribution rules. Unfortunately, eligibility to contribute to a Roth IRA is subject to multiple restrictions, which can cause confusion when determining if you are … [Read more...]
Start of the Year Considerations
The beginning of the new year is the perfect time to consider the various factors that influence your financial plan. Incremental changes that occur over the course of many years may not seem very meaningful, but over time they can result in significant changes to your financial circumstances. We … [Read more...]