Taxes
Income planning
Once you are no longer working, you need to determine not only how much income you can afford to spend each year, but also from which accounts you should be…
Read MoreReduce taxes by becoming a Florida resident
Florida is one of nine states in the country with zero state income tax; residents of New York, Pennsylvania and Massachusetts incur significant state income taxes and state death taxes.…
Read MoreWhy the Stock Market Doesn’t like Tariffs
In an effort to cut the trade gap and negotiate a more favorable trade agreement with China, President Trump recently announced tariffs of 25 percent on steel and 10 percent…
Read MoreAnnuities vs. modified endowment contracts
Although tax-deferred annuities will delay the due date of tax liability, taxes will eventually be due at some point because eventually the non-spousal beneficiaries will be required to take the…
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