Planning Opportunities Within the New Tax Bill

It appears the new tax bill, named the Tax Cuts and Job Act, may be signed into law before year-end.  Assuming this is the case, there are some planning opportunities to take advantage of both this year and beyond.

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Personal Deduction Planning

Taxes, like death, are inevitable. But why pay more than you have to? The trick to minimizing your federal income tax liability is understanding the rules and making the most of your tax planning opportunities.

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Choosing an Income Tax Filing Status

Your filing status is especially important because it determines, in part, the tax rate applied to your taxable income, the amount of your standard deduction, and the types of deductions and credits available. By choosing the right filing status, you can minimize your taxes.

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An Ironic Twist to 401k Fee Lawsuit Settlements

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401k Advice? I Don’t Need No Stinkin’ 401k Advice!

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In-Plan Roth 401(k) Conversion- Is It Right For You?

A Roth IRA is a wonderful vehicle, especially if someone has already maxed out their other tax-advantaged accounts (e.g., 401K).  For those not eligible for a Roth IRA or those who can’t get enough Roth, there is a relatively new option.

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The (k)larity Quotient®

Announcing the (k)larity Quotient®, a revolutionary new tool to help companies and retirement plan committees manage their corporate retirement plan.  We are describing it as the retirement industry’s first “fiduciary performance framework.”

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What Makes A Good 401k Plan?

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myRA- Will Obama’s Plan Work?

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