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...
Performing periodic reviews of retirement income plans and budgeting strategies is beneficial for most retirees and savers nearing retirement. Whether you’re preparing to retire or are already living on your retirement savings, the start of a new year may provide an...
Whether you’re a current retiree or a saver nearing retirement age, the beginning of a new year may present the ideal opportunity to analyze your portfolio positions and rebalance them for your current risk tolerance and time horizons. As you approach or navigate...
