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16 10, 2020

Real Estate Investments Yield Low-Tax Income

By |2020-10-19T08:16:52-07:00October 16th, 2020|Categories: Tax Diversification, Tax Planning|Tags: , , , , , |0 Comments

It’s a sad fact of the tax code that the more money you make, the more you owe to the tax man. That’s especially true if you’re self-employed and paying the entire 15.3% Federal Insurance Contributions Act (FICA) tax for Social Security and Medicare yourself. Investing in real estate, however, can bring in extra income

9 09, 2020

Retirement Fund Rollovers: Watch the Calendar and Follow the Rules

By |2020-09-11T02:29:32-07:00September 9th, 2020|Categories: IRAs, Retirement Planning, Tax Planning|Tags: , , , , , , , |0 Comments

There are many reasons why you might want to move your retirement savings to another account.  Maybe you want to invest with a company with better performance. Maybe you changed jobs and want to bring past accumulations with you to a new plan. If you’re among the millions who lost a job as the economy

26 08, 2020

Limiting Your Post-Retirement Tax Bite

By |2020-09-03T00:46:12-07:00August 26th, 2020|Categories: Retirement Planning, Tax Diversification, Tax Planning|Tags: , , , , , |0 Comments

Saving for retirement in tax-deferred vehicles is a great way to reduce your tax burden today. But it’s also important to limit the tax bite out of your hard-earned savings later by creating a stream of tax-free retirement income. By most estimates, income tax rates will likely rise in the future. Current rates set in

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