The Tax Planning Show

The current tax code is one sale, and the discount might be ending soon. Find out if it makes sense to pay lower taxes today for a more tax-efficient future.

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Deciding when to take your benefit may be a million-dollar decision. Do you have the information to make the best decision?

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No one presumed in 1980, the year of the first 401(k), that anyone would have $500k, $1m, or more in an account. Over time things changed, as did things you should consider. The Secure Act eliminated the Stretch, and the value of your accounts upon your demise can either positively or negatively impact your heirs. There are solutions to make sure your heirs are benefited, not hindered upon your passing.

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Being charitably inclined is a testament to you and your family. Our hope with the Better Giver is not to make you a bigger giver per se', but rather a better giver. Helping you get the most efficient transfer of your gift to the charity of your choice in the most tax-efficient manner possible. The amount received by the charity doesn't change based on the source of the gift. The source you use can make all the difference in the world.

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Age 72 is the new age requirement for beginning Required Minimum Distributions (RMD's). The penalty for not taking the correct withdrawal is 50% so you have to get this right! The word "Required" should clue you into the fact that the IRS is serious about these withdrawals.

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59.5 is the age where the 10% federal withdrawal penalty goes away. This is true of IRA's and most company plans. How you coordinate your distribution strategy is both a question of income and of age.

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Tax reporting is what we are all doing right now. Tax planning is what you did before the end of the year. Reporting tells the IRS the tax story of last year. Tax planning prepares the story for you to find maximum tax efficiency. Note...only 2 new podcasts this week. Remainder of the radio show was made up from the "Best Of" library.

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The IRS has an opinion, they want us all to take the standard deduction, but is that the best for your retirement?

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How do qualified dividends and long-term capital gains matter in your income strategy?

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Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup

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We would love to answer your questions on air!

Give us a call at (800) 928-4001 or send them to [email protected]

Staying up to date on tax code changes is crucial!

Connect with Financial Enhancement Group:

Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup

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Visit our website at www.yourlifeafterwork.com

We would love to answer your questions on air!

Give us a call at (800) 928-4001 or send them to [email protected]