Tax strategy scan

Is it possible to create tax-free income for life? Tax Strategy Scan

Although annuities incur taxes and costs, clients "can invest the same amount into a diversified municipal bond portfolio and pay no taxes,” an expert says.

Tax strategy scan Andrew Shilling April 24

Tax strategy scan Andrew Shilling April 24
Health-related tax planning mistake most baby boomers make: Tax Strategy Scan

Many are unaware that they are responsible for a majority of their medical expenses, aside from premiums and coinsurance costs.

Tax strategy scan Andrew Shilling April 17

Tax strategy scan Andrew Shilling April 17
Where clients can go wrong with IRAs: Tax Strategy Scan

It pays to review the differences between traditional and Roth IRAs.

Tax strategy scan Andrew Shilling April 10

Tax strategy scan Andrew Shilling April 10
How to lower your clients' property tax bills: Tax Strategy Scan

Homeowners have fewer options as state and local deductions have been capped under the new law.

Tax strategy scan Andrew Shilling April 3

Tax strategy scan Andrew Shilling April 3
10 myths about IRA contributions: Tax Strategy Scan

Combating these misconceptions may help taxpayers maximize benefits.

Tax strategy scan Andrew Shilling March 27

Tax strategy scan Andrew Shilling March 27
How the new tax law makes Roth accounts more attractive: Tax Strategy Scan

Although funded with after tax dollars, what clients owe will be lower than the liability on traditional IRA withdrawals in retirement.

Tax strategy scan Andrew Shilling March 20

Tax strategy scan Andrew Shilling March 20
Charitable deductions less valuable under the new law: Tax Strategy Scan

One strategy for clients to continue their philanthropic work and reduce their bill is to bunch multiple years of donations into one with a donor-advised fund.

Tax strategy scan Andrew Shilling March 13

Tax strategy scan Andrew Shilling March 13
Clients may be wasting one of the tax law’s biggest benefits: Tax Strategy Scan

The added savings could be used to pay off student loans as well as increase mortgage payments and retirement plan contributions.

Tax strategy scan Andrew Shilling March 6

Tax strategy scan Andrew Shilling March 6
How the new law revives munis’ allure: Tax Strategy Scan

The products can offset potential losses from lowered state and local deduction limits.

Tax strategy scan Andrew Shilling February 27

Tax strategy scan Andrew Shilling February 27
How clients can leverage the new law for tax-free retirement: Tax Strategy Scan

The right strategy can put them “in the 0% tax bracket,” an expert writes.

Tax strategy scan Andrew Shilling February 20

Tax strategy scan Andrew Shilling February 20

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Tax strategy scan

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