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Tax

Is Tax Planning Missing in Your Retirement Planning?

We hope you found this video useful. We strive to keep you abreast of the most important financial planning topics. Please contact us with your retirement planning questions.  Get a FREE Second Opinion on Your Retirement Income Plan, Taxes, Wills & Trusts. Click here to request your Personalized Income Plan Review or call us at 800-511-4048

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How Life Insurance Can Make Your Retirement Tax Free

We hope you found this video useful. We strive to keep you abreast of the most important financial planning topics. Please contact us with your retirement planning questions.  Get a FREE Second Opinion on Your Retirement Income Plan, Taxes, Wills & Trusts. Click here to request your Personalized Income Plan Review or call us at 800-511-4048

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Know the Difference Between Qualified and Nonqualified Annuities

For many investors looking to secure their cash flow in retirement, annuities are a common way to receive the guaranteed income they need.[1] Different annuities exist, so knowing which option fits your financial life and goals is important. Here are some points on the differences between qualified and nonqualified annuities. What is a qualified annuity?…

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How to be Tax Efficient with Your Investments

We hope you found this video useful. We strive to keep you abreast of the most important financial planning topics. Please contact us with your retirement planning questions.  Get a FREE Second Opinion on Your Retirement Income Plan, Taxes, Wills & Trusts. Click here to request your Personalized Income Plan Review or call us at 800-511-4048

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What Does the New Tax Law Mean for Me?

Late last year, President Donald Trump promised to deliver a “big, beautiful Christmas present” to Americans that would revive an anemic U.S. economy. While the holidays are past, the sound and fury continues as pundits on both sides of the political spectrum debate the long-range ramifications of the “Tax Cuts and Jobs Act,” the first…

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What Does the New Tax Plan Mean for Investing?

About the Author: CHERYL L. CHARBONNEAU, CPA, CFP®, CGMA, is CFO and Director of Tax Operations at Grace Tax Advisory Group, LLC in Southwest Florida. For 25 years, Cheryl worked as a CPA, which included 10 years as a partner in an accounting and wealth management firm in Naples. Subsequently, she earned the Certified Financial Planner® (CFP)…

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3 Mid-Year Tax Planning Strategies for Individuals

About the Author: CHERYL L. CHARBONNEAU, CPA, CFP®, CGMA, is CFO and Director of Tax Operations at Grace Tax Advisory Group, LLC in Southwest Florida. For 25 years, Cheryl worked as a CPA, which included 10 years as a partner in an accounting and wealth management firm in Naples. Subsequently, she earned the Certified Financial Planner® and…

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Real Estate Investor vs. Professional: Why it Matters

Income and losses from investment real estate or rental property are passive by definition — unless you’re a real estate professional. Why does this matter? Passive income may be subject to the 3.8% net investment income tax (NIIT), and passive losses generally are deductible only against passive income, with the excess being carried forward. Of…

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7 IRA Questions to Ask Before You File Your Tax Return

1) Did you make a deductible IRA contribution for 2016? If yes, make sure the deduction is reflected on line 32 of your Form 1040. 2) Did you make a non-deductible IRA contribution for 2016? If yes, make sure the contribution is reported on Form 8606. The contribution will not, however, be reported anywhere on your Form…

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