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…
Read MoreHow 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…
Read MoreKnow 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…
Read MoreHow 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…
Read MoreWhat 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…
Read MoreWhat 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…
Read More3 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…
Read MoreTurning next year’s tax refund into cash in your pocket now
Each year, millions of taxpayers claim an income tax refund. To be sure, receiving a payment from the IRS for a few thousand dollars can be a pleasant influx of…
Read MoreReal 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…
Read More7 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…
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