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CLICK HERE to get your FREE copy of “Sail To and Through Retirement with the Millstone Advisory Plan.”
By Michael Russo Crafting tax-efficient strategies for affluent families is an essential part of preserving wealth and realizing long-term financial goals. Tax law complexities, coupled with shifting policies, require a complex and aggressive strategy. Keeping up with the most recent...
By Michael Russo Many provisions from the 2017 Tax Cuts and Jobs Act (TCJA) are scheduled to expire in 2025. Should you take action now? Unless Congress intervenes, key aspects of the TCJA will sunset on December 31, 2025. Now...
By Donald Albach Taxes are an inescapable part of life, touching nearly every financial aspect, from the income we earn to the things we buy, and even the investments and properties we hold. We come across taxes in many forms,...
When markets take a spill, especially when it comes to your retirement investments, it’s harder to find ways to meet your financial goals. If you were relying on IRA or 401(k) withdrawals to cover your expenses, doing so when markets...
Taxes are a common concern for people in retirement. You might be wondering how to start thinking about your tax strategy, so you aren’t taxed more than you need to be. These three scenarios can help start the conversation about...
You’ll likely have several sources of income in retirement that can be taxed, such as IRA distributions and Social Security benefits. But, do you have any after-tax “buckets” that you can use strategically in retirement to help reduce your tax...
When we think of major retirement expenses, we often consider housing, healthcare, and that trip of a lifetime we’ve been dreaming about for years. But, we often fail to consider what could potentially be our biggest expense – taxes. Many...
As we approach Tax Day, you may be gathering your important documents and preparing to file or file for an extension. Once you have everything sorted out, it’s important to consider how your tax situation could change as you near...
Taxes could be one of your biggest expenses in retirement. But once you have an estimate for your tax burden in retirement, you can consider ways to minimize it. The first step towards creating a tax minimization strategy in retirement...
