The tax deadline is quickly approaching, but retirees and retirement savers still have time to take advantage of deductions and tax-saving opportunities. Whether you’re looking to reduce taxable income, maximize savings, or avoid penalties, here are some last-minute...
Strategic withdrawals may help minimize your tax burden, preserve retirement savings, and maintain steady, dependable income throughout your golden years. Developing a strategy to maximize income while minimizing tax burden is one of the more complex aspects of...
The U.S. and Arizona tax codes are extraordinarily complex, with hundreds of potential deductions and credits available to taxpayers. Which strategies will be most impactful varies significantly depending on where you are in life, your income, and your expenses....
Preparing Required Documents for Filing Taxes and Avoiding Common Mistakes Filing your taxes can be overwhelming, especially when your income comes from a combination of sources such as annuities, retirement savings accounts, pensions, or other assets. Maximizing the...
New Year’s resolutions don’t have to focus solely on physical health and wellness. Gaining a better handle on your current financial situation and charting a path to a sustainable retirement lifestyle can be an equally meaningful resolution for the new...
