Is Colorado Tax-Friendly For Retirees?
If you’re looking for a retirement destination that combines stunning natural scenery, world-class skiing, and a relatively low tax burden, the mountainous state of Colorado may be just what you’re …
If you’re looking for a retirement destination that combines stunning natural scenery, world-class skiing, and a relatively low tax burden, the mountainous state of Colorado may be just what you’re …
The IRS announced they are raising the contribution limits on 401(k)s and IRAs in 2023. Here’s what you need to know. The hike in contributions limits is the result of …
When you think of your major expenses, you might think of housing, healthcare, travel, or something else. But have you considered that taxes could be your biggest expense, even in …
They say there’s no such thing as a free lunch, but what about a tax-deductible lunch? While many of your income sources can be taxed, there are strategies to help …
How a Financial Advisor Can Help You Pursue Tax-Smart Strategies Read More »
We’ve entered a full year of living with the pandemic, and there have been several events during the year that could affect you this tax season. In April 2020, the …
Will your tax burden dramatically decrease in retirement once you stop receiving a paycheck? Maybe not – maybe it will increase. Between retirement account distributions, Social Security benefits, and investments, …
3 Reasons Your Tax Burden Could Actually Increase In Retirement Read More »
Here come the holidays and everything that goes with them – traveling, cooking, buying gifts, and of course, spending time with the people we love. It’s a busy time of …
4 Things You Can Do By the End of the Year to Help Lower Your 2020 Tax Bill Read More »
The Social Security Administration recently made some important announcements that workers and retirees should note, including a Social Security benefit increase – and a tax increase. While it’s very unlikely …
How Will Social Security Benefits and Taxes Change Next Year? Read More »
Most people assume that their tax burden will dramatically decrease in retirement once they stop receiving a paycheck, but this isn’t always true. A high tax bill is one retirement …
3 Reasons Why Your Tax Burden Could Increase In Retirement Read More »
The revised tax day date, July 15th, is upon us, and there are several important things to note, whether you’ve filed already or not. While our tax bill might only …