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One piece of advice we give our clients at Keen Wealth Advisors is to make a financial plan that attempts to minimize surprises in retirement. Without a plan, many retirees get their first big surprise in the second week of April. And it’s not a fun surprise: when you stop receiving a paycheck and start living off your assets and investments, your tax filings can change dramatically.
On today’s show, we tackle this and other common retirement questions submitted by you, our clients and listeners. We do our best to provide expert analysis on the challenges and opportunities facing retirees.
On today’s show, we try to sort out the facts from the what-ifs, and make some considered observations about what President Trump may mean for taxes. Which proposed reforms are most likely to become law? Will there be a compromise with the Democrats? And what should you be doing to prepare yourself and your money for the next four years?
You work hard for your money so it only makes sense to work just as hard to keep it from the clutches of Uncle Sam. Here are 5 ways high earners can save money on taxes.
Now that we’re in tax season we thought it would be appropriate to take a look at income and taxes in the United States. How are they distributed? Is it fair? What does it take to be in the top 1%?