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Taxes
If you've ever wondered why your financial advisors requests your tax return, it is so he can use the information to your benefit.
1. Income and capital gains taxes.
2 Missed opportunities.
3. Missed deductions.
These three areas will help towards your bottom line.
Taxes in Retirement: What ESOP Participants Need to Know
One big change ESOP participants face is how taxes are handled—without planning, this can lead to costly financial surprises.
Peter Newman, CFA®
4 days ago4 min read
Why Inheriting an IRA Can Come with a Tax Surprise
Inheriting an IRA? Learn how income taxes and new rules could impact your inheritance and reduce your IRA withdrawals.
Peter Newman, CFA®
Sep 25, 20243 min read
2024 Tax Planning Guide: Navigate New IRS Brackets and Deductions
Stay ahead in 2024 with our Tax Planning Guide! Discover IRS changes in brackets, deductions, and more for a tax-efficient year.
Peter Newman, CFA®
Jan 17, 20243 min read
Tax-savvy Retirement Planning
Preparing for taxes well in advance can have a significant impact on how long your assets last in retirement.
Peter Newman, CFA®
Mar 16, 20234 min read
Tax Credit or Deduction: Make the Tax Code Work for You
When you take the time to learn more about specific tax concepts, you may be able to put the tax code to work for you.
Peter Newman, CFA®
Mar 9, 20233 min read
2024 Tax Tips - 5 Overlooked Tax Deductions
Americans regularly overpay on their taxes because they fail to take tax deductions for which they are eligible.
Peter Newman, CFA®
Mar 2, 20233 min read
Will Inflation Erode Your Future?
Inflation is when the buying power of an individual dollar decreases as the price of everything has increased.
Peter Newman, CFA®
Oct 21, 20214 min read
Ultra-wealthy Should Plan for 40% Estate Tax
Just because your estate isn't hit with the federal estate tax, that doesn't necessarily mean you're completely off the hook.
Peter Newman, CFA®
Oct 14, 20213 min read
Give in 2020: Feel Good and Save on Taxes
“Money spent on others can buy happiness.”
Peter Newman, CFA®
Dec 24, 20204 min read
Silver Lining for your IRA: Roth Conversion
If your traditional IRA account has declined, converting the account to a Roth now will minimize your tax hit.
Peter Newman, CFA®
Dec 17, 20203 min read
'Tis the Season to Reduce Tax Burden (part 2)
Pay less taxes through itemizing your deductions. It is like a gift from the U.S. Government.
Peter Newman, CFA®
Dec 10, 20204 min read
'Tis the Season to Reduce Tax Burden (part 1)
When your itemized deductions exceed the standard deduction, you pay less in taxes and keep more in your pocket.
Peter Newman, CFA®
Dec 3, 20204 min read
Three Reasons to Get a Health Savings Account
HSA is a powerful tax free savings tool that can be used in later years for health and insurance related expenses.
Peter Newman, CFA®
Jul 2, 20204 min read
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