Many of us are familiar with the basics of taxes, but navigating the tax implications of investing or selling assets requires a deeper understanding. Tune in to the latest episode of the Capitalized Life and Retirement Show with Matthew P. Johnson to gain valuable insights into optimizing your tax strategy. Matthew P. Johnson is President […]
Taxes Unveiled: Short vs Long Term Implications Read More »
The 2024 tax season will officially start on January 29, 2024, according to the Internal Revenue Service (IRS). Proactive tax planning can help you minimize liability, help maximize your savings, and help ensure compliance with the latest tax regulations. The IRS expects more than 128.7 million individual tax returns to be filed by the April
Now is the Time to Kickstart Your Tax Planning Strategy Read More »
Taxes: One word that strikes fear into the hearts of many. Yet this financial burden won’t be going anywhere soon. Proper tax planning makes it easier to build your personal finances and afford the things you want. Additionally, by anticipating taxes when you create your financial plan, it’s possible to significantly boost how much money
Iowa Fiduciary Services Part 5: Tax Options Read More »
Social Security benefits are the main source of income for many retirees. Deciding when to take these benefits however could severely impact your retirement. When combined with savings from a 401(k) and IRA account, Social Security benefits could help you retire how you planned. So, if you’re approaching retirement, now is a good time to
6 Social Security Maximization Strategies Read More »
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