8 Tax Planning Considerations Every Pre-Retiree Should Know
For many people, retirement brings many advantages—more free time, fewer responsibilities, and more time for family and hobbies. Unfortunately, taxes can remain a constant burden even after you’ve left the workforce. Working with your financial advisor to develop a strong retirement plan ca …
Why Tax Planning Can Be a Women and Family Issue
Imagine planning for decades to help secure your financial future, only to watch a substantial portion of your savings disappear to unexpected taxes after losing your spouse. For millions of women, this scenario isn’t just a possibility—it’s a reality many face without proper preparation. T …
How to Leverage Tax-Advantaged Accounts
While each of us has our own set of financial goals and objectives, one smart strategy can be beneficial in any number of situations: tax-advantaged accounts. These are accounts such as IRAs, 401(k)s and HSAs—accounts specifically designed to help reduce your tax burden, whether that’s a be …
Webinar: Tax-Smart Strategies — How Women Can Design Their Wealth Plan with Purpose and Intention
Over the next two decades, more than $51 trillion is expected to transfer to women as surviving spouses, making this one of the most significant wealth shifts in history. Yet many women tell us their biggest financial concern isn’t investing—it’s paying too much in taxes. This webinar is d …
Are Retirement Plan Contributions Tax-Deductible?
Retirement plans like 401(k)s and IRAs can be an easy and effective way to save for retirement. Many investors favor these accounts for their significant tax advantages, which can include pre-tax or tax-deductible contributions. Contributions to a 401(k), traditional IRA, and other retirem …