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Tax Efficiency

Tax Efficiency

What it means; why it counts. The after-tax return vs. the pretax return Everyone who invests wants those investments to perform well. But for many investors it’s their after-tax return that may make all the difference. After all, even if your portfolio is earning...
Consider an IRA Charitable Rollover for a Tax Break

Consider an IRA Charitable Rollover for a Tax Break

If you want a tax break and want to help a nonprofit, this may be a good move. Have you ever wanted to make a major charitable gift? Would you like a significant federal tax break in acknowledgment of that gift? If so, an IRA charitable rollover might be a good...
Charitable Contribution Limits

Charitable Contribution Limits

What are the limits for Donor-Advised Funds and Private Foundations? Among the big changes in the 2017 Tax Cuts and Jobs Act (TCJA) were new limits on standard and itemized deductions. These limits and restrictions created new hurdles when planning deductions with tax...
Certain Uncertainties in Retirement

Certain Uncertainties in Retirement

Two financial unknowns may erode our degree of confidence.  The financial uncertainties we face in retirement may risk reducing our sense of confidence, potentially undermining our outlook during those years. Are You Retirement “Confident”? Indeed, according to the...
7 Tax Considerations for Retirees

7 Tax Considerations for Retirees

Are you aware of them? The federal government offers some major tax breaks for older Americans. Some of these perks deserve more publicity than they receive. 1.  If you are 65 or older, your standard deduction is $1,300 larger. Make that $1,600 if you are unmarried....