• 8 Considerations for 2020 Year-End Tax Planning

    In addition to the challenges brought on by the COVID-19 pandemic, 2020 also saw new and amended tax laws. Looking ahead, there is also the potential for tax increases—both federal and state—particularly on the wealthy. What should you be aware of as you begin to prepare for 2020 year-end tax planning?

  • Is your A/B trust arrangement still necessary?

    As a result of the American Taxpayer Relief Act of 2013, and more recently, the Tax Cuts & Jobs Act of 2018, most couples no longer need to be concerned about federal estate tax. However, if you established an A/B trust prior to 2010, you might want to take steps now to revoke the trust in order to avoid the unnecessary expense and hassle for your family.

  • Consider a backdoor Roth if you make too much to contribute to a Roth IRA

    A Roth IRA is an individual retirement account that allows a person to set aside after-tax income up to a specified amount each year. Both earnings on the account and withdrawals after age 59 1/2 are tax free if it has been at least five years since you first opened and contributed to your Roth IRA, regardless of your age when you opened it.

  • Evaluating your college savings withdrawal strategy

    Congratulations—your child has been accepted into college! As you prepare for this exciting transition, it is likely that you have been saving for some time, and now you are ready to start withdrawing from your college savings account(s).

  • Five common investment tax filing errors

    Senior Estate Planner, Mike Repak, explains some common tax filing errors and how to avoid them.

  • Techniques to help mitigate the loss of stretch IRA tax benefits

    Explore tax rule changes Setting Every Community Up for Retirement Enhancement Act.

  • Tax deferral strategies for employer stock in a qualified retirement plan

    If you participate in a 401(k), or other qualified retirement plan that lets you invest in your employer’s stock, consider the tax deferral opportunities of net unrealized appreciation.

  • Learn how to limit the impact of the wash sale rule

    Senior Estate Planner Mike Repak discusses various techniques to navigate around the wash sale rule.

  • The do's & don'ts of year-end tax moves

    Senior Estate Planner Mike Repak shares tips on what to do before the year wraps up to prepare for the tax season ahead.

  • 5 common investment tax filing errors

    Senior Estate Planner Mike Repak explains some common tax filing errors and how to avoid them.

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