Take Control of Tax Costs in Your Retirement Plan
We want to pay our taxes deliberately, being mindful of what tax bracket we end up in and how close we are to the next marginal tax change.
March 13, 2020
The Retire Happily Blog
We believe today’s saver deserves much more! Improper alignment of financial tools with your needs and preferences is the major source of missed opportunity, disappointment and regret.
And you know what? It doesn’t have to be that way!
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We believe today’s saver deserves much more! Improper alignment of financial tools with your needs and preferences is the major source of missed opportunity, disappointment and regret.
And you know what? It doesn’t have to be that way!
Income & Taxes
QCD – Qualified Charitable Distribution – How it Works and How You Benefit
To save money on taxes, make your charitable donations through a QCD and satisfy your Required Minimum Distributions – TAX-FREE!
October 18, 2019
Eliminate Taxes on Your RMD’s with Charitable IRA Distributions: Requirements?
Not everyone needs money from their IRA so if you are forced to take this additional income you may have considered donating this to charity.
March 7, 2019
Here are a Few Good Tax Tricks You’ll Probably Never Do: 3 Tax Tips
Being deliberate about your income tax expense is typically one of the greatest if not the greatest opportunity for keeping wealth.
December 14, 2018
Learn from GM: 3 Tips to “Recession Proof” Your Retirement
Retirement sounds easy when everything is expanding. But how do you know you are on track if the economy starts to slow after 9 1/2 years of growth?
November 30, 2018
Are Long Term Annuities Good or Bad?
Every Annuity should be recommended based on the saver’s needs and not just to “sell them something”.
September 1, 2018
Keeping Wealth in the Family: 4 Areas the Rich Are Concerned About
If you want to learn what the rich know, here are 4 areas the Rich are Concerned about when focusing on their wealth and keeping wealth in the family.
January 25, 2018