Income & Taxes 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. Read More George Wells March 13, 2020
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! Read More George Wells October 18, 2019
Income & Taxes 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. Read More George Wells March 7, 2019
Income & Taxes 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. Read More George Wells December 14, 2018
Income & Taxes 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? Read More George Wells November 30, 2018
Income & Taxes 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”. Read More George Wells September 1, 2018
Income & Taxes 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. Read More George Wells January 25, 2018