Tag Archives: tax planning

The Power of Taxable Investing

Tweet As a fee-only financial advisor who is always looking at the tax impact of investing, I often write about the importance of pre-tax investing.  Whether it is in a 401k/403b, SEP, SoloK, or a traditional IRA, creating a tax deduction by investing for your future is certainly a home run.  In September of 2011, I penned the article titled 401k: Still … Continue reading

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Three Ways to Reduce Your 2010 Tax Bill Now!

Tweet It’s that time of year again! Tax documents are arriving by mail and the race towards April 18th is on. While 2010 is over and gone, there are still things we can do to reduce our tax liability for last year.  Here’s a list of a few things you can do now that might reduce your tax bill for 2010. 1.       … Continue reading

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April 18th and Three Reasons it is Not Important!

Tweet As we grow closer to tax time, I can fill the air thicken with anxiety.  Oh joy, it’s the most wonderful time of the year. Well, maybe not, but it can be a great time to accomplish a required task. While the weather is dicey, it’s a good opportunity to do what is needed to organize documents for tax preparation. The … Continue reading

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