by Joe Allaria CFP®, MBA | Oct 11, 2018 | Tax Planning, Video
How to Prepare for Taxes at the End of the Year Year-End Tax Planning Tips Here are some tips to help you lessen your tax burden at the end of the year. 1. Stay Informed About Upcoming Tax Law Changes First, be aware of any tax changes that will take place in the new...
by Joe Allaria CFP®, MBA | Oct 5, 2018 | Article, Retirement Planning, Tax Planning
Lowering Taxes with QCDs You may have heard that that IRS requires individuals over the age of 70 ½ to begin taking distributions on their tax-deferred retirement accounts, forcing them to pay taxes on a portion of their IRAs, 401(k)s, etc. during their lifetime....
by Joe Allaria CFP®, MBA | Aug 6, 2018 | Article, Estate Planning, Portfolio Management, Retirement Planning, Risk Management, Tax Planning
Why Robots Are Bad Financial Advisors Featured on: In this age of rapidly advancing technology, more and more investors have opted for “DIY” financial planning and robo-advisor investment management platforms. And, with the increasing capabilities of trading...
by Joe Allaria CFP®, MBA | Mar 5, 2018 | Article, Tax Planning
Q&A: It’s Tax Season. What Do I Need to Know? Tax season can be a busy and confusing time of year. With the Tax Cuts and Jobs Act of 2017 being signed into law in late 2017, this year’s tax season is perhaps even more confusing than usual. To help, we have...
by Joe Allaria CFP®, MBA | Dec 30, 2017 | Article, Tax Planning
Q&A: How will the Tax Cuts and Jobs Act of 2017 impact me? December 22nd, 2017 marked the date of our nation’s biggest tax overhaul since 1986 as President Trump signed into law the much anticipated Tax Cuts and Jobs Act of 2017. But, many Americans are...
by CarsonAllaria Wealth Management | Nov 30, 2017 | Article, Portfolio Management, Retirement Planning, Tax Planning
Q&A: What end-of-year planning should I be doing? Time is running out this calendar year to take action on important items that need to be addressed before the end of the year. But, there is still time to make some last-minute adjustments before we get to 2018....
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