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Steve Coker, CFP
- Dec 2, 2019
- 2 min
2019 Year-End Tax Planning Ideas
December doesn’t feel like tax season, but year-end is one of the best times to consider your tax situation since many tax-saving strategies require action before December 31st. Once April arrives it is often too late to impact your tax situation and your CPA is simply recording what happened way back in 2019. By taking action now, you can take advantage of many of the best ways to save. Here are some steps you should consider now so that you can save come April. What shou
Steve Coker, CFP
- Apr 26, 2019
- 3 min
Reducing your taxes in retirement: How to keep more of what you have saved
Many things change dramatically when you retire, not the least of which is your tax situation. Retirees face a unique set of opportunities and challenges that many CPA’s (and Financial Advisors) simply don’t address. One of the most significant opportunities in retirement is the ability to manage taxable income. One of the potential threats is Required Minimum Distributions at age 70.5. By strategically taking distributions from various retirement accounts and making info
Steve Coker, CFP
- Jul 20, 2015
- 3 min
Reducing Your Taxes In Retirement
Many things change dramatically when you retire, not the least of which is your tax situation. Retirees face a unique set of challenges and opportunities that many CPA’s (and Financial Advisors) simply don’t address. One of the most significant changes in retirement is the ability to manage taxable income. By strategically taking distributions from various retirement accounts and making informed tax decisions with after-tax investments, retirees can significantly impact th
