Recommended Articles
The Tax Planning Process Every Advisor Can Implement
The default approach to tax preparation does little to ensure tax planning, and with it tax savings, are actually happening. This creates a huge opportunity for financial advisors who are willing to be proactive.
Read MoreAmazing Master’s Level Tax-Free Income, Augusta Style
Assuming that when you have income, you also have to pay tax, definitely keeps you on the safe side of life. Tax-free income seems nonexistent. However, that assumption is […]
Read MoreTax-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 […]
Read More