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3 things you can do now to lower your 2023 tax bill

As we approach the end of the year, we know taxes are probably not exactly top of mind. But right now is actually a good time to do a little advanced planning! Allworth co-founder Scott Hanson shares a few tips that can help reduce your 2023 tax burden.

4 ways to save on taxes in 2024

Allworth Co-CEO Scott Hanson shares a few reminders about how to lower your tax bill moving forward. By now, most taxpayers have already filed their 2022 taxes, are in the process of filing, or they have filed an extension. If you are like most...

The ABCs of Roth IRAs

Allworth Co-CEO Scott Hanson breaks down the basics of Roth IRAs and Roth conversions. You hear a great deal about Roth IRAs and Roth conversions, but what are they and how do they work? The Roth IRA (established in 1998) is a relative newcomer to...

How to save thousands in taxes once you retire

Allworth Co-CEO Scott Hanson shares the importance of advanced tax planning. Some people believe that every dollar that is wasted is created equal. And many students of behavioral psychology will tell you that the pain of financial loss is felt more...

3 RMD strategies to help you keep more of your money

Allworth Co-CEO Scott Hanson reviews three different ways retirees can lower their RMDs and tax burden. Here are two questions, one intended for those of you who have yet to retire, and the other for those of you who have already retired. First,...

7 of the most overlooked tax breaks for retirees

Allworth Co-CEO Scott Hanson shares a few simple ways retirees can save on their taxes (that are easy to forget about). You may have heard the phrase, “Money not going out is the same as money coming in.” Every dime you save means more cash in your...

8 important reminders as tax season begins

Ready for tax season? Allworth Co-CEO Scott Hanson shares 8 reminders to help you through the process. Children laughing. People singing. Office parties. It almost goes without saying that tax season is everyone’s favorite time of year. A slight...

Year-end tax reminders for a COVID world

Allworth Co-CEO Scott Hanson outlines a few money-saving, year-end tax moves, and he also shares an important reminder for anyone opting not to take a 2020 Required Minimum Distribution. While it’s not over yet, with vaccines heading into...

Money-saving tax tips (that you can also feel good about)

Allworth Co-CEO Scott Hanson shares some ways to simultaneously save money and make a difference. While most people I know would love a respite from the news (which has been largely sour all year), it’s hard to shut it off. Yet, even with all the...

Is your state tax-friendly for retirees?

Allworth Co-CEO Scott Hanson gives a quick breakdown of the most and least friendly states when it comes to taxes for retirees. Have you ever thought about the advantages of moving to a low (or no) income tax state? (Especially if you are either...

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