2025 Social Security Benefits and Taxes

People often misunderstand Social Security retirement benefits and taxation since not all benefits are taxable. The amount of benefits one receives and how much Federal tax applies depend primarily on the income level of [...]

Covering New Tax Proposals From the “Project 2025” Agenda

Project 2025, a policy blueprint developed by the Heritage Foundation, has stirred significant attention due to its controversial tax proposals. This 900-page mandate from the conservative think tank outlines profound changes that could fundamentally [...]

2024-08-19T18:17:24+00:00August 19, 2024|Blogs, Government, Tax Planning & Strategies|

Tax Strategies: How to Lower Your Tax Bill in Retirement

Given the constantly fluctuating economic climate, developing strategic planning methods to ensure a comfortable retirement has become more critical than ever. One such strategy to complement this is tax planning. Effective tax planning before [...]

2024-08-12T15:49:25+00:00August 12, 2024|Blogs, Tax Planning & Strategies|

These 3 Tax Strategies Could Help Your Retirement Strategy

Have you been considering the impact taxes will have on your retirement savings? Have you been strategic in managing the effect taxes may have on your financial future? If you answered no to either [...]

2024-01-08T13:14:59+00:00January 8, 2024|Blogs, Tax Planning & Strategies|
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