August 31, 2018
3 Options for People Without a 401(k)
You don’t have a 401(k)? About 55 million people are currently contributing to a 401(k). This adds up to over $5 trillion (which is 59% of all …
Read Now
February 02, 2018
Smart Ways to Structure Your Retirement in 2018
The new 2018 tax law brings about some of the most sweeping changes we’ve seen in decades. For those of us facing retirement or already enjoying …
Read Now
December 15, 2017
Tax Reform and Your Retirement
With a final version of sweeping tax reform hitting the Senate floor next week, we may likely see the Tax Cuts, and Jobs Act signed before the end of …
Read Now
July 13, 2017
4 Ways to Lower Your Retirement Account Tax Bill
Right up front, I want to make it clear that I’m not an accountant. No one except an expert in tax law should have the final say about your tax …
Read Now
April 13, 2017
3 States with Low Taxes for Retirees
In order to save money on taxes, would you consider moving to a less expensive state? Lots of our clients do. But where might you go? When it comes …
Read Now