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Tax Planning

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401(K) Must-Do’s

The 401(k) plan has been a long-time cornerstone in the retirement investment portfolio for Americans. At its foundation, it’s an employer sponsored savings plan that allows investors to siphon off a portion of their paycheck, either on a pre-tax or after-tax basis, into a tax-deferred investment account. While this is the most basic construct of […]

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To Defer or Not to Defer

The uncertainty over future State and Federal Tax Rates is creating more client questions regarding deferred compensation plans. Over the past month, a couple of high-earning, commission based insurance producers asked for guidance with the decision to participate in their company’s non-qualified deferred compensation plan. Unfortunately, the decision to participate is not as straight forward […]

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Graduation Gifts with a Tax Break

Summertime brings us joy and excitement in many ways. There’s family barbeques, concerts, and weekend trips to the lake, just to name a few. It’s also a time for new experiences, as fresh empty-nesters pack up their cars and prepare to say goodbye to their recent high school graduates. With the 2017 Fall Semester looming […]

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You May Be ABLE to Take Advantage of This Investment Account

Earlier in the year the Achieving Better Life Experience Act (ABLE) was passed into law allowing individuals with disabilities to fund a tax-advantaged savings account that could be used to pay for certain qualified disability expenses. An ABLE account works similarly to a 529 College Savings Plan, where the account is funded with post-tax dollars […]

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