tax planning Archives » Life Lived Forward

Dos and Don’ts of Retirement Planning

Rick Rodgers December 10, 2019

Planning for retirement is like running a marathon. Set a steady pace and keep going. It is also important to have a strategy in place to reach retirement and do something each year that moves you closer to realizing it. Here are some dos and don’ts to help you reach

Tax-Efficient Investing: Why Tax Planning and Investments Should Work Together

Rick Rodgers October 8, 2019

Long-term capital gains and qualified dividends have retained their preferential tax treatment following the Tax Cuts and Jobs Act of 2017 (TCJA). Tax rates for both types of income range from 0% for taxpayers in the lowest tax brackets to 20% for the top income earners. This compares to tax

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Dos and Don’ts of Retirement Planning

Tax-Efficient Investing: Why Tax Planning and Investments Should Work Together

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