Year-End Reminders from Together Planning
Turkey Day has come and gone. We hope you and your family enjoyed good food, time together, football games, and maybe some early holiday shopping. We are moving now into…
Entries by Lia Bertelson
The Gift of Education: How Grandparents Can Help Fund College
Many of our clients list education as a priority for their family, and most have plans to help their children and even grandchildren pay for college. In this article we…
Boost Your Retirement: Why Most Should Delay Social Security
One question that we are asked pretty often is whether it makes sense to delay Social Security, claim on time, or claim early. This can be a complex question, depending…
Smart Charitable Giving for Every Family
Many of our clients have a desire to share their resources by supporting charitable organizations or faith-based organizations. There are several ways to make your charitable contributions even more tax-efficient.
Navigating the Annual Gift Limit: What You Need To Know
Many families we work with inquire about the annual gift limit, how it operates, and the implications of exceeding it. This is a common and important question, and sometimes the…
Tax Implications of the One Big Beautiful Bill Act
During President Trump’s first term, the Tax Cuts and Jobs Act (TCJA) of 2017 made several major changes to tax laws. To limit the projected effect on the deficit at…
Deciding when to claim Social Security
Social security is an important component of retirement planning for most retirees, even affluent ones. If you have earned income each year over a long career, your projected social security…
2024 Contribution Deadlines & Limits
April 15, 2025 is the last day to make your 2024 Contributions The tax filing deadline is quickly approaching, and with it the deadline to make your retirement account contributions…
Tax Season and our 2024 Tax Letter
Hello and welcome to tax season! Everyone at Together Planning works hard all year helping our clients prepare for taxes, because taxes are more than a once-a-year obligation. They are…
529 College Savings Plans
Do you have leftover funds in a 529 plan account? Education savings plans are excellent tools for tax-advantaged savings for college. Previously, withdrawals from a 529 plan for any reason…
