Tag Archives: tax planning

Understanding the difference between a tax deduction and a tax credit will enable you and your advisor to apply strategies and employ financial tools to help you reduce the tax you pay on your retirement income. Tax deductions are subtracted … Continue reading

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You have probably seen a tax guide or manual that talks about the “three Ds” of effective tax planning: deduct, divide and defer. However we would like to add a fourth item to the list that will help decrease the … Continue reading

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The tax deadline is fast approaching so we felt it would be appropriate to talk about how to leverage your assets and reduce your taxed amount. The following Table 1.0 explains why fully-taxable dollars should be used to establish your … Continue reading

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