Taxes

Taxes

Featured Income Retirement Taxes

How to Create a Tax-Efficient Retirement Income Plan

By Ann Schnorrenberg, Ph.D.   After spending most of your adult time working, you have decided to retire. Congratulations! Retirement is an exciting time but is accompanied by ...
Read more 0
Featured Income Money Retirement Taxes

How A Contested Election Can Affect Your Retirement Plan

November 3rd is getting closer and closer and people are beginning to cast their votes for the 2020 presidential election. Regardless of who you want to win, not having ...
Read more 0
Featured Income Retirement Taxes

Your guide to the tricky tax rules of retirement

When you’re doing your retirement planning, it’s easy to ignore one vital topic: How much taxes will I owe on my retirement income? Frankly, it’s a hornet’s nest. ...
Read more 0
Featured Retirement Taxes

IRS Increases 401(k) Contribution Limits for 2020

The annual tax-deferred amounts workers can set aside for their retirement will increase for 2020, the Internal Revenue Service (IRS) has announced. Next year, the contribution limit for ...
Read more 0
Annuities Featured Retirement Taxes

How to Lower Your Retirement Tax Rate to Less Than 10%

By JERRY GOLDEN, INVESTMENT ADVISER REPRESENTATIVE, President  |Golden Retirement Advisors Inc. July 17, 2019 CONTACT ME Managing your income by using the right mix of investments and annuities in retirement ...
Read more 0
Featured Retirement Taxes

Retirement & Tax Strategies for Income Protection

BY SANDY JAHNKE FEBRUARY 14, 2018 Retirement is full of possibilities. Will you travel? Pursue a new career or hobby? Volunteer in your community? Spend more time with friends ...
Read more 0
Featured Retirement Taxes

Consider taxes when building your retirement income assets

As January 2018 comes to a close, the U.S. national debt exceeds $20.6 trillion and continues to increase at a very fast rate (per usdebtclock.org) . Now, I ...
Read more 0
News Taxes

IRS loosens rules for retirement plans to lend money to Hurricane Harvey victims

The Internal Revenue Service granted additional relief to victims of Hurricane Harvey on Wednesday by making it easier for 401(k)s and other employer-sponsored retirement plans to give loans ...
Read more 0
Retirement Taxes

Big Tax Refund This Year? You’re Doing It Wrong

For most taxpayers getting a big refund feels good. According to the IRS the average American received a refund of $2,860 in 2016. Awesome! That should cover the ...
Read more 0