Insights Category: Taxes
Charitable Giving / Financial Planning / Investment Strategies / Taxes
QCDs to the Rescue
November 4, 2021
When the 2017 Tax Cuts and Jobs Act raised the standard deduction for taxpayers to $24,000 for couples ($12,000 for...
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Financial Planning / Investment Strategies / Retirement / Social Security / Taxes
Inflated COLA
October 18, 2021
Reports from the Federal Reserve, which sets interest rate policy in the U.S., have famously told us that the current...
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Financial Planning / Investment Strategies / Taxes
Are Your Taxes Going to Change?
September 21, 2021
Wise investors take the “big picture” view. Many of our Middle-Class Millionaire clients have heard what’s brewing in Washington, D.C.,...
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Tax Efficiency in Retirement
March 3, 2021
What role should taxes play in your investment decisions? As a Middle-Class Millionaire it is important to be well informed...
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Tax Filing Season Is a Little Later This Year
February 17, 2021
What to know and dates to remember As we enter tax season, we encourage you to reach out to your...
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Estate Planning / Financial Planning / Investment Strategies / Retirement / Taxes
2020 IRA Deadlines Are Approaching
January 20, 2021
Here is what you need to know. Financially, many Middle-Class Millionaires associate April with taxes – but we should also...
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Estate Planning / Financial Planning / Retirement / Taxes
Annual Financial To-Do List
December 17, 2020
Things you can do for your future as the year comes to and end. What financial, business, or life priorities...
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Estate Planning / Financial Planning / Retirement / Taxes
Retirement Blindspots
December 9, 2020
Some life and financial factors that Middle-Class Millionaires sometimes overlook. We all have our “blue sky” visions of the way...
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Estate Planning / Financial Planning / Retirement / Taxes
2021 Limits for IRAs, 401(k)s and More
October 30, 2020
Numbers for Middle-Class Millionaires to know for the new year. On October 26, the Treasury Department released the 2021 adjusted...
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Estate Planning / Financial Planning / Retirement / Taxes
Where is Your Priority: Tax Preparation or Tax Planning?
October 16, 2020
Tax planning is very different than tax return preparation. The goal of tax preparation is to minimize your tax owed...
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