Tax Reform and Tax Planning

I suspect that taxes are not high on anyone’s list right at the moment. I know it’s a busy time. Christmas shopping, holiday parties, tree trimming, family visits, and year-end cheer may already be on the calendar. Yet it’s not too soon to start thinking about taxes. And some of the suggestions that follow are […]

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Your 1040: What it Says About You

It was with a sigh of relief that I completed our family’s tax work this year (full disclosure: we have a CPA prepare ours, but I did my mother’s—-hers is simpler, and it saves her a bit of money). However, rather than just filling out the forms to get the job done, a careful review […]

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IRA Rollovers: Important Rule Changes

We have historically recommended that clients do trustee-to-trustee transfers when transferring assets from 401(k) to IRAs. But a recent ruling gives you yet another reason to avoid taking a check and along with it, the responsibility of making the rollover within a short window of time to avoid penalties. Please see http://www.usatoday.com/story/money/personalfinance/2014/04/06/irs-ira-rule-change-rollover/7317035/ for a summary. […]

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9 Questions to Ask Your Tax Advisor

Organizing my tax information prompted me to write on this topic. Coincidentally, I ran across an article on the topic by Elaine Floyd, CFP® and Richard Koreto, who I credit for this list of questions, but which I have adapted based on my experience. As will become clear from this discussion, it is important to […]

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First Quarter 2013 Markets Review (written April 2013)

This month’s post looks at the following topics: First Quarter Markets Review Does this Mean Rebalancing into Bonds (?!?!) Have You Seen the Latest From Washington? What it could mean for you First Quarter Markets Review Unless you were a bond, commodities or gold investor, it was a great quarter. March itself was an excellent […]

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