Retire with Grace News

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…

Read More

Infostat | Just 20% say they have disability insurance …

Do you have questions about how to start protecting yourself and your loved ones ? We are here to help! Click here to request a complimentary consultation or contact our office at 800-511-4048 to schedule a meeting.  Get a FREE Second Opinion on Your Retirement Income Plan, Taxes, Wills & Trusts. Click here to request your Personalized Income Plan…

Read More

Tornadoes, Hurricanes and the Stock Market

About the Author: Robert E. Grace, JD, CLU, ChFC, RFC is an Investment Adviser Representative and Master Elite IRA Advisor. As Founder & President of Grace Tax Advisory Group, LLC. , he has helped thousands of clients prepare for retirement through his proprietary planning process. Grace is also a best-selling author and radio show host.  Learn…

Read More

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…

Read More
Receive our Retirement Planning Resources!

Receive our Retirement Planning Resources!

Join our mailing list to receive the latest retirement planning resources:

IRA Tips

Tax Planning

Estate Planning

You have Successfully Subscribed!