The Smart Tax Planning Newsletter October 2021

The Smart Tax Planning Newsletter October 2021

Tax-Saving Tips The Smart Tax Planning Newsletter October 2021 Taxation of 529 College Savings Account Withdrawals The big advantage of 529 plans is that qualified withdrawals are always federal-income-tax-free—and usually state-income-tax-free too.  What you may not...
Key College Funding Data 2021-2022

Key College Funding Data 2021-2022

Retirement Planning Key College Funding Data 2021-2022 I know that figuring out how to pay for college is one of the biggest challenges families face today. I’ve seen many overpay for college and hurt their savings and retirement plans. I don’t want that...
Key Planning & Investment Deadlines Spring 2021

Key Planning & Investment Deadlines Spring 2021

Financial Guides Key Planning & Investment Deadlines Spring 2021 For this reason, I want to share our reference card entitled, “Key Changes from the Tax Cuts and Jobs Act”. This chart touches on aspects of your tax plan that you will want to look at every...
Key Planning & Investment Deadlines Winter 2021

Key Planning & Investment Deadlines Winter 2021

Financial Guides Key Planning & Investment Deadlines Winter 2021 Do you know what days the market closes for 2021? Or when different tax forms are due? Or when the various enrollment periods for Medicare and health insurance begin and end? Each year brings with...