Tax Return Review – “High Wage Earners”

In this review, Steven focuses on opportunities for taxpayers whose primary source of income is employee wages. Strategies such as backdoor Roth contributions, funding retirement accounts from small amounts of self-employment income, and planning around education for dependent children are covered.

Recommended Articles

Known Unknowns: Tax Planning Amid Uncertain Law Changes

Tax law may be uncertain, but advisors should still be broaching these tax topics with current clients.

Read More

How to Use a Client’s Tax Return to Map Financial Success

When advising clients on taxes financial advisors must remember that education and action are both critical.

Read More

Amazing 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 More

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.

Contact Us