How to Handle Net Investment Income Tax
As a financial planner, I occasionally get asked about the Net Investment Income Tax (NIIT), how it works and more importantly how to...
top of page
Timely Thoughts and ideas
- Apr 30
Tax Advantages of Qualified Charitable Distributions
As a financial planner, I have seen many people who are passionate about giving back to their communities and supporting charitable...
- Jan 21
Goodies In The Secure Act 2.0
The SECURE Act 2.0, passed in the final days of 2022, and made big changes to retirement planning. After taking a look at some of the...
- Dec 17, 2022
Updated Retirement Plan Limits for 2023
The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year. After months of high...
- Nov 12, 2022
In Through the Back Door: What is the Back Door Roth IRA?
The Roth IRA has been popular for quite a while now. You have heard about its tax-free benefits and you would like to open one. But,...
- Nov 5, 2022
Tax-Loss Harvesting: Using Losses to Your Advantage
It's always important to reduce taxes, and one way that may help is a process called tax-loss harvesting. This involves selling...
bottom of page