April 2022 – Tax Planning Projections

Recommended Articles

Advisor Tax Mistake #1-Getting Bad Tax Advice

When I last Googled “IRS RMD Table,” the first result that popped up was a link to an active IRS web page with the outdated RMD information. Millions of people who clicked on the first link provided by Google were given, by the IRS, incorrect information. Countless other examples of incorrect tax information, ranging from capital gains rates to Medicare premiums to gifting limits and especially the math on Roth conversions can be found prominently displayed across the internet, including on some of the most reputable websites.

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5 Things Taxpayers Get Wrong When Itemizing Deductions

Background Everyone is interested in lowering their taxable income. The desire to personally pay less might be one of the few views consistently shared across all political party lines.   […]

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Advisor Tax Mistake #5 – Your Tax Planning is Making Your Client’s Life Harder

This article is the 3rd in a series of the 7 most common mistakes financial advisors make on tax planning with clients

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The information on this site is for education only and should not be considered tax advice. Retirement Tax Services is not affiliated with Shilanski & Associates, Jarvis Financial Services or any other financial services firms.

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