Tax Planning


How to Take Advantage of Your Zero-Percent Tax Bracket
Introduction We talk a lot about tax management, and for good reason. Knowing how various kinds of income are taxed may allow you to minimize your tax bill by taking advantage of what the tax brackets and tax laws give us. For example, did you know that the first $26,000 or so of income for… View Article


What to Do If (When) Your Taxes Start Going Up
Not knowing what Congress will do should not stop you from planning One variable that is hard to plan for in retirement is taxes. There are steps you can take, though, despite the uncertain tax landscape. We don’t even know what the tax rates will be next year, so how can you plan for 20… View Article


Two Roth Rules You Need to Know
The Roth IRA was made available to us back in 1998, and for many people it’s been a useful tax-advantaged tool to help save for retirement. If you’re unfamiliar with the Roth IRA, it works like this: You put money in on a post-tax basis, and, if you follow the rules properly, any potential gains you realize from… View Article