Tax Planning
6 Strategies to Reduce Taxes in Retirement
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
For many people, reducing taxes is the easiest and fastest way to increase investment returns, keep a retirement plan back…
5 Stealth Taxes That Can Impact Your Retirement
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Every year, an increasing number of retirees are impacted by one or more “stealth” taxes. While certain taxes may be…
MEDICARE: IRMAA
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
KEY TAKEWAYS IRMAA is tax surcharge that high-earning Medicare beneficiaries have to pay each month IRMAA is determined based on…
SECURE 2.0 – Rethinking Retirement Savings
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
From RMDs to student debt, the new law has something for everyone. Key Takeaways The age to start taking RMDs…
End-of-Year Tax Planning: 7 Tips
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
The final weeks of the year are always busy – between holiday festivities and various last-minute activities. Before you know…
Tax Planning: Principles
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Tax planning is (or certainly should be!) a core, vital component across all financial and retirement plans. There’s tax implications…