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 […]
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 […]
Are you ready to sign your tax return?
Imagine it’s April and your tax preparer has just sent you a copy of your tax return to sign for e-filing. They probably include something for you to sign saying “I have carefully reviewed this return.” But what do you look for when you review? Many taxpayers find these forms very confusing and don’t know […]
Getting ready for Tax Season
Tax season is upon us and one of the most common questions we get from clients this time of year is “What tax documents should I be expecting?” This is a list of the most common items you will need to collect to prepare your taxes, including the ones that relate to your investment accounts and everything […]
Year-End Planning Tips for Retirees and Pre-Retirees
The end of the year can remind us of last-minute things we need to address and the goals we want to pursue. Let’s work on these Together. Here are a few that made it to the top of our list. Investments If you are still working, be sure you are on track to maximize your […]
