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Tax Strategy and Planning Tips

Personal Finance | Taxes | Tax Strategy and Planning Tips | Wiseradvisor.com

By Dr. Jeff Camarda EA, PhD Financial Planning, MSFS, CFA | REQUEST FREE CONSULTATION This is without question the most fundamental...
Personal Finance | Taxes | Tax Strategy and Planning Tips | Wiseradvisor.com

Tax season is upon us again. April 15th may be the official deadline to file, but it's now time to start gathering everything you'll need...
Personal Finance | Taxes | Tax Strategy and Planning Tips | Wiseradvisor.com

Thinking of spreading some holiday joy this season by donating to a cause that’s near and dear to you?   The holiday season is...
Personal Finance | Taxes | Tax Strategy and Planning Tips | Wiseradvisor.com

By Paula Pant. April 15th isn't the only deadline you need to keep in mind when it comes to staying on top of your taxes. Truly savvy...
Personal Finance | Taxes | Tax Strategy and Planning Tips | Wiseradvisor.com

SUMMARY: Sole proprietors face financial challenges, but when those include underpaying quarterly taxes they're asking for trouble with IRS...
Personal Finance | Taxes | Tax Strategy and Planning Tips | Wiseradvisor.com

By Paula Pant March 25th, 2014 It's that time of year again! Temperatures are getting warmer (or trying to), days are longer, and you're...
Personal Finance | Taxes | Tax Strategy and Planning Tips | Wiseradvisor.com

By Paula Pant. Nobody enjoys paying more in taxes than they should. And most people understand that the best way to optimize their taxes...
Personal Finance | Taxes | Tax Strategy and Planning Tips | Wiseradvisor.com

By Justin Stoltzfus. Parts of the financial world are abuzz over a plan to create government-backed?retirement savings plans. The Obama...
Personal Finance | Taxes | Tax Strategy and Planning Tips | Wiseradvisor.com

At the time when couples are celebrating the beginning of their lives together, the last thing most are thinking about is death and estate...
Personal Finance | Taxes | Tax Strategy and Planning Tips | Wiseradvisor.com

While it may not be April 15 quite yet, it's not too early to start thinking about your income taxes. By planning ahead, you may be able...
Personal Finance | Taxes | Tax Strategy and Planning Tips | Wiseradvisor.com

As 2013 draws to a close, there's a bit of time to act before it's too late. There are a number of moves to consider making before the year...
Personal Finance | Taxes | Tax Strategy and Planning Tips | Wiseradvisor.com

The tax-free income from municipal bonds can provide higher after-tax returns compared to corporate or treasury bonds for investors in...
Personal Finance | Taxes | Tax Strategy and Planning Tips | Wiseradvisor.com

Even after a succession of federal tax cuts since 2000, Americans still bear a substantial tax burden. In fact, the nonprofit Tax...
Personal Finance | Taxes | Tax Strategy and Planning Tips | Wiseradvisor.com

Some general advantages with owning taxable bonds in a qualified account over holding municipal bonds in a taxable account are as...
Personal Finance | Taxes | Tax Strategy and Planning Tips | Wiseradvisor.com

Taxes can take a chunk out of your investment returns; yet, many investors don't give much thought to taxes when they make investment...
Personal Finance | Taxes | Tax Strategy and Planning Tips | Wiseradvisor.com

You may have heard a common investment expression ?It's not what you make that counts. It's what you keep.? Minimizing taxes from...
Personal Finance | Taxes | Tax Strategy and Planning Tips | Wiseradvisor.com

In isolation, there's nothing wrong with a variable annuity (VA). Their benefits include tax-deferred growth, professional money...
Personal Finance | Taxes | Tax Strategy and Planning Tips | Wiseradvisor.com

The purpose of this text is to explore the tax treatment of distributions from qualified retirement plans, whether they were established by...
Personal Finance | Taxes | Tax Strategy and Planning Tips | Wiseradvisor.com

When the time comes to sell your real estate, some owners of highly appreciated real estate could be staring at a substantial capital-gains...
Personal Finance | Taxes | Tax Strategy and Planning Tips | Wiseradvisor.com

Everyone who has a job has a tax problem. The harder you work to get ahead and build your income, the more taxes you pay. In order to have...
Personal Finance | Taxes | Tax Strategy and Planning Tips | Wiseradvisor.com

One of the most important estate tax planning tools available to married couples is the unlimited marital deduction. The deduction allows...
Personal Finance | Taxes | Tax Strategy and Planning Tips | Wiseradvisor.com

This is a cautionary tale of one retiree who suffered a loss of income in her later years. Although the story is fictional, its lessons are...
Personal Finance | Taxes | Tax Strategy and Planning Tips | Wiseradvisor.com

Refunds Too Large If you are getting more than $1,000.00 back in tax refunds each year combining federal and state you are missing a...
Personal Finance | Taxes | Tax Strategy and Planning Tips | Wiseradvisor.com

The frequent changes in the tax law limiting the benefits of 401(k) plans and other tax-qualified benefit plans for higher compensated...
Personal Finance | Taxes | Tax Strategy and Planning Tips | Wiseradvisor.com

The IRS has often challenged FLPs (Family Limited Partnerships), contending they were created solely for the purpose of avoiding estate tax...
Personal Finance | Taxes | Tax Strategy and Planning Tips | Wiseradvisor.com

Taxes can take a chunk out of your investment returns; yet, many investors don't give much thought to taxes when they make investment...
Personal Finance | Taxes | Tax Strategy and Planning Tips | Wiseradvisor.com

It's easy to find advice on how to choose a financial advisor. You can search the internet or go to your local book store. I've even...
Personal Finance | Taxes | Tax Strategy and Planning Tips | Wiseradvisor.com

By Paula Pant April 15 is fast-approaching, and if you're like many people, chances are your tax prep is somewhere on the spectrum between...
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