Insights Category: Taxes
401K Plan / Charitable Donation / Charitable Giving / Financial Planning / Taxes
How to Make the Tax Code Work For You
April 29, 2024
By May 15, 2023, over 142 million taxpayers had dutifully filed their federal income tax returns. And they all made...
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Estate Planning / Financial Planning / Retirement / Social Security / Taxes
Social Security: Five Facts You Need to Know
February 22, 2024
Social Security can be complicated, and as a result, many Middle-Class Millionaires don’t have a full understanding of the choices...
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Preparing for the Sunset
January 26, 2024
When the Tax Cuts and Jobs Act (TCJA) Act passed in 2017, we were told that all of the provisions—lower...
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Financial Planning / Retirement / Taxes
New Retirement Contribution Limits for 2024
December 13, 2023
The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year. Individual Retirement Accounts...
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Effective vs. Marginal Tax Rates
December 5, 2023
What you think is your tax rate may not actually BE your tax rate. For instance, if you report just...
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The Economics of Tax-Loss Harvesting
November 17, 2023
’Tis the season when many financial services professionals look at the best way to offset the taxable dividend distributions their...
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Charitable Contribution Complexity
November 17, 2023
If you donate money to somebody in need, you can write off that gift on your tax returns, right? If...
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The Looming Revert
October 25, 2023
Nobody is talking about the fact that the tax provisions in the Tax Cuts & Jobs Act of 2017 are...
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Estate Planning / Financial Planning / Investment Strategies / Retirement / Taxes
Eight Mistakes That Can Upend Your Retirement
May 16, 2023
Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes...
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Estate Planning / Financial Planning / Investment Strategies / Retirement / Taxes
9 Facts About Retirement
April 18, 2023
Retirement can have many meanings. For some, it will be a time to travel and spend time with family members....
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