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 »
March is National Clean Up Your IRS Act Month, which serves as a timely reminder to review, organize, and streamline your tax-related documentation and strategies. Tax season is upon us! It’s a time when individuals and businesses alike take stock of their financial affairs, helping ensure compliance with tax regulations and optimize their strategies. In
National Clean Up Your IRS Act Month: Tips for Tax Season 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 »
Gold investments have a strong track record as an asset class, serving as a hedge against inflation and global economic uncertainties. Many of us aim for a comfortable retirement, and to reach that goal, it’s essential to construct a diversified investment portfolio capable of withstanding the fluctuations in financial markets. In this blog, we’ll explore
Is Gold Right For Your Portfolio? 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 »
Whether updating your beneficiaries, enrolling in a new healthcare plan, or simply sitting down with your financial advisor to see if you’re on track, the end of the year is a great time to make sure you’re up to date with your retirement plan. In this blog, we will walk you through an end-of-the-year checklist
Achieving Financial Freedom: Your End of The Year Checklist Read More »
Bitter winds and heavy snowfall make Iowa winters less than a pleasurable experience for many. As you winterize your home and cars for the impending elements, you should also consider protecting your retirement plan from the potential pitfalls of the unpredictable season ahead. As the year draws to a close, it’s essential to take a
Winter is Coming: Protecting Your Retirement Plan Read More »
Our society tells us that retirement is a wonderful time to enjoy the rewards of our hard work. However, many Americans feel anxious about their retirement future. Listen to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here to learn more.
The Golden Years Fear Read More »
Our country is facing the single largest generation of retirees it has ever faced. With 283,060 financial advisors in the US alone, where do you turn for the best retirement planning advice? Listen to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here to learn more. Capitalized Life Radio Show · The
The Specialist vs The Generalist Read More »
There are a number of tax-saving strategies that can help to reduce what you owe in retirement. The key is knowing which ones to implement, based on your specific financial situation. Tax strategies are crucial in retirement planning, shaping the path to a fulfilling and leisurely life. As you bid farewell to the daily grind
Tax Planning Strategies for Retirees Read More »
All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Retirement Income Source 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. Investment Advisory Services offered by Sound Income Strategies, 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. Retirement Income Source and Sound Income Strategies, LLC are associated entities.
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