Tag: Tax tips

  • Retirement Tax Strategy Optimization

    This article focuses on retirement tax strategy optimization, and why itโ€™s important to think about how your different sources of income, such as Social Security, retirement, and other assets, interact.

  • Optimize Your Year-End Tax Savings

    As 2022 draws to a close and preparations are made for the coming year, we have compiled a list of five strategies that can assist you in maximizing your savings, minimizing your tax burden.

  • Charitable Giving: Year-End 2022

    Despite a very difficult economy, investors made a significant global philanthropic impact, donating billions of dollars to charitable causes worldwide. However, as we approach the end of the year, the globe is still fraught with difficulties.

  • Tax-smart charitable giving strategies

    This article reviews some of the ways in which you may optimize your charitable giving and get a head start on preparing your taxes for 2019 in light of the new tax legislation.

  • Making the Most of Charitable Donations

    Incorporating philanthropy into your long-term financial planning is not just a noble endeavor; it also presents an opportunity for tax optimization. By crafting and annually revisiting a structured giving plan, you can achieve your philanthropic objectives more effectively while maximizing tax benefits. Here are five strategies I consistently recommend to my clients for more [...]

  • Are You Ready for Tax Season?

    Introduction As tax season draws near, it's an opportune moment to revisit some fundamental concepts such as capital gains, the differences between account types, and the strategy of tax loss harvesting. Whether you're a seasoned investor or new to the game, understanding these basics can help you navigate the tax season more effectively. At [...]

  • College Savings Optimization

    Early Planning: A Head Start on College Savings While your toddler's third birthday might be more about balloons than bank accounts, starting a college fund can set the foundation for a bright academic future. Global Advisers emphasizes that beginning to save for college from an early age can lead to a significantly lower monthly [...]

  • Tax Strategies for Smart Investing

    Navigating tax season can be a complex endeavor, but with a strategic approach, you can potentially reduce your investment tax burden and keep more earnings for your personal goals. Here's a streamlined guide offering actionable strategies to enhance tax efficiency across various stages of investment. 1. Opt for Tax-Efficient Investment Vehicles When selecting investments, [...]