Taxes | TVAMP
5 Ways to Build A Better Tax Plan

5 Ways to Build A Better Tax Plan

You just finished your taxes, but it’s not too early to make plans for next year. It’s important that as you build your plan, you think about some strategies to reduce or defer your taxes now or in the future. Here are some strategies to consider helping...
Tax Strategies for Retirees

Tax Strategies for Retirees

Nothing in life is certain except death and taxes. — Benjamin Franklin That saying still rings true roughly 300 years after the former statesman coined it. Yet, by formulating a tax-efficient investment and distribution strategy, retirees may keep more of their...
The SECURE Act

The SECURE Act

What You Need to Know About the Secure Act The largest overhaul to retirement plans since 2006 is complicated… The Setting Every Community Up for Retirement Enhancement Act of 2019 – the SECURE Act – passed the House of Representatives earlier this year and was...
Five Strategies for Tax-Efficient Investing

Five Strategies for Tax-Efficient Investing

After factoring in federal income and capital gains taxes, the alternative minimum tax, and possible state and local taxes, your investments’ returns in any given year may be reduced by 40% or more. Here are five ways to potentially lower your tax bill.1...
Tax Season Resources 2019/2020

Tax Season Resources 2019/2020

It’s tax time! Here are our tax recommendations and resources to help you prepare (links below). File taxes & make 2019 IRA contributions by April 15, 2020 IRA Contributions = Retirement savings & immediate tax benefits Did you know: You may be able to...
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