The NEW 2018 Tax Withholding Calculator

The IRS urges high-income taxpayers and those with complex tax returns to complete a “paycheck checkup.” Doing so will help them see if they are having the correct amount of taxes withheld from their paychecks for the rest of this year. The IRS Withholding Calculator  and Publication 505, Tax Withholding and Estimated Tax, can help these taxpayers do[…]

Tax planning determines retirement income strategies

I specialize in ‘lifetime’ tax reduction planning because such it affects the amount of taxes that you pay your lifetime and what your overall investment and retirement plans will be. The reduction of various taxes over each year and awareness of tax trigger events that create what I call tax traps must be actively planned[…]