Tax Planning with Together Planning

“In the world, nothing is certain except death and taxes.” -Benjamin Franklin Tax planning is a key component of financial planning, and we use a cutting edge product called Holistiplan to reduce the lifetime tax burden for our clients. You may have noticed the word “lifetime” in the preceding sentence. Did you know that in […]

Planning for Retirement with 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 retirement benefits are likely to cover a meaningful portion of your fixed expenses in retirement (though unlikely to cover all of them). Social Security rules […]

A few friendly reminders

Reminder to check your IRA and Roth IRA contribution amounts for 2023 before April 15th! After April 15th, the tax filing deadline, you will no longer be able to contribute more to your IRAs or Roth IRAs for 2023.  If you are under 50 years old, the maximum contribution amount for 2023 is $6,500.  If […]