Tax-savvy Retirement Planning
Preparing for taxes well in advance can have a significant impact on how long your assets last in retirement.
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Peter Newman, CFA®
- Mar 9, 2023
- 3 min
Tax Credit or Deduction: Make the Tax Code Work for You
When you take the time to learn more about specific tax concepts, you may be able to put the tax code to work for you.
Peter Newman, CFA®
- Mar 2, 2023
- 3 min
2024 Tax Tips - 5 Overlooked Tax Deductions
Americans regularly overpay on their taxes because they fail to take tax deductions for which they are eligible.
Peter Newman, CFA®
- Oct 21, 2021
- 4 min
Will Inflation Erode Your Future?
Inflation is when the buying power of an individual dollar decreases as the price of everything has increased.
Peter Newman, CFA®
- Oct 14, 2021
- 3 min
Ultra-wealthy Should Plan for 40% Estate Tax
Just because your estate isn't hit with the federal estate tax, that doesn't necessarily mean you're completely off the hook.
Peter Newman, CFA®
- Dec 24, 2020
- 4 min
Give in 2020: Feel Good and Save on Taxes
“Money spent on others can buy happiness.”
Peter Newman, CFA®
- Dec 17, 2020
- 3 min
Silver Lining for your IRA: Roth Conversion
If your traditional IRA account has declined, converting the account to a Roth now will minimize your tax hit.
Peter Newman, CFA®
- Dec 10, 2020
- 4 min
'Tis the Season to Reduce Tax Burden (part 2)
Pay less taxes through itemizing your deductions. It is like a gift from the U.S. Government.
Peter Newman, CFA®
- Dec 3, 2020
- 4 min
'Tis the Season to Reduce Tax Burden (part 1)
When your itemized deductions exceed the standard deduction, you pay less in taxes and keep more in your pocket.
Peter Newman, CFA®
- Jul 2, 2020
- 4 min
Three Reasons to Get a Health Savings Account
HSA is a powerful tax free savings tool that can be used in later years for health and insurance related expenses.
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