Posts Tagged ‘tax planning’
Friday, September 24th, 2010 by Charles Mayfield, CFP®
Our population is aging, the baby boomers are retiring and the only certainties still seem to be death and taxes. We have seen quite a few boomer clients who have lost ...
more »
Tags: death taxes, estate planning, Estate Taxes, financial windfall, Inheritance, legacy, Probate, tax impact, tax planning, winning the lottery
Posted in Financial Planning | No Comments »
Monday, May 24th, 2010 by Charles Mayfield, CFP®
In recent weeks, Cass and I have devoted a great deal of time talking about the unique opportunities for our clients in 2010 regarding taxes. From Roth IRAs to Long Term ...
more »
Tags: Capital Gains Taxes, dividends, favorable tax treatment, future tax brackets, Long Term Capital Gains, tax brackets, tax cuts, tax planning, tax-exempt investments, taxes on ordinary dividends
Posted in Financial Planning, Investments | No Comments »
Monday, January 4th, 2010 by Charles Mayfield, CFP®
Happy New Year to everyone! As we are busy hanging up our new calendars, let's take a moment to cover some basic 'early year' strategies and action steps that can get ...
more »
Tags: 401k, books & records, Contributing to a 401(k), Flexible Spending Accounts, FSA, Health savings accounts, HSA, income tax deductions, Organization, Roth 2010, Roth conversion, Roth IRA, tax planning, Tax strategies
Posted in Financial Planning, Investments | No Comments »
Thursday, March 5th, 2009 by Cass Chappell, CFP®
I have been searching for ANY silver lining to the current stormy clouds that almost all investors have been weathering.
2010 should be an exciting year for investors who are still saving ...
more »
Tags: 401k, Conversion, income tax, IRA conversion, Retirement Planning, Roth conversion, Roth IRA, stock market investing, tax deductible, tax planning
Posted in Financial Planning, Investments, Roth IRAs | No Comments »
Tuesday, February 3rd, 2009 by Charles Mayfield, CFP®
January marks the 5 year anniversary of the Health Savings Account (HSA) legislation being passed. I still remember, with such excitement and anticipation, making the first call to one of our ...
more »
Tags: cost savings, deductibles, health coverage, Health savings accounts, HMO, HSA, legislation, Savings, tax deductible, tax planning
Posted in Health Insurance | No Comments »
