Recent world news has been intense—Federal Reserve changes, interest rates, and the upcoming election might have your head spinning. Understanding how these factors impact your financial future is crucial. In today’s latest episode of the Capitalized Life & Retirement Show, Matthew P. Johnson breaks down these complex topics, offering insights and strategies to help you […]
Planning for retirement is a crucial aspect of financial stability and peace of mind in later years. As the workforce landscape evolves and pension plans become less common, individual retirement accounts (IRAs) have emerged as invaluable tools for securing one’s financial future. In this blog, we’re exploring the myriad benefits of IRAs in retirement planning,
Benefits of IRAs in Retirement Planning Read More »
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 »
As the IRS intensifies its efforts for tax fairness, high-net-worth individuals and large partnerships find themselves under the microscope like never before. The IRS’s enhanced focus on auditing these groups means that every aspect of their financial lives, from income sources to investment portfolios and tax shelters, will face greater scrutiny. Here’s what you should
What You Need To Know About The Inflation Reduction Act Read More »
As we near the end of the year, our thoughts naturally turn to taxes. This time of year typically prompts us to consider our financial responsibilities and take necessary actions to ensure a smooth tax season for 2024. Listen to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here to learn more.
Year End Tax Considerations Read More »
Today, we’re addressing a common question received at Johnson Wealth and Income Management. Our listener for today, Janet, is still working and relies on a financial advisor. In 2022, she experienced significant financial losses and hasn’t bounced back yet. She’s been on a financial rollercoaster. Her advisor claims she’s secure, but she’s uncertain about what
What Safe Really Means Read More »
Ouch. Are you feeling the burn in your back pocket? As we all ship hard-earned cash to Uncle Sam, it’s left many of us feeling the sting. But what can we learn from this year’s taxes? Can we use it to our advantage? Listen to the latest Capitalized Life and Retirement Show with Matthew P.
Preparing for tax season can be overwhelming, but it doesn’t have to be. With a little planning and organization, you can make the process as smooth as possible. Here are some tips to help you prepare for tax season in 2023. It’s the beginning of the new year, and you might be feeling a little
How to Help Prepare for Tax Season in 2023 Read More »
A new year is a great time to reflect on the past 365 days, and look ahead to potential changes for 2023. A recent survey by the University of Pennsylvania’s Wharton School of Business asked Americans over 50 asking what their top 5 regrets are. Listen to the latest Capitalized Life & Retirement show with
All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Johnson Wealth and Income Management . and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Johnson Wealth and Income Management and Sound Income Strategies LLC are not associated entities. Johnson Wealth and Income Management is a franchisee of Retirement Income Source, LLC. Retirement Income Source, LLC and Sound Income Strategies LLC are associated entities. © 2024 Sound Income Strategies
https://www.sec.gov