September 2022 – Analyzing a Tax Return

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Tax-Advantaged Accounts That Aren’t IRAs

“Are you funding your IRA?” This frequently-seen retirement question is an important starting point. However, it can sometimes overshadow other opportunities to save and invest for the future in tax-advantaged […]

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“I have a tax preparer, so I have a tax planner.”

No one goes to an urgent care center complaining that the Family Doctor can’t also do open-heart surgery. We all understand that “doctor” is a general term.   Depending on […]

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There is No Such Thing as a Tax Write Off

A write-off is an incredibly misleading nickname for an expense that can help lower your taxable income. It is not a magic trick that suddenly makes something free.

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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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