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 | 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...
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