Archive for November 2, 2018

Why diversification is critical for retirement accounts It sounds like a no-brainer for tax planning: defer as much income as you can from a current high-tax bracket to a time you are likely to be in a lower tax bracket, such as retirement. Tax-deferred accounts can be a valuable vehicle for tax-efficient retirement savings, especially…

Failing to create a plan is the most expensive mistake taxpayers can make Many people scramble to find ways to reduce their taxes as April 15 approaches – and then dive back into busy lives and don’t give them another thought until the following year. But not making time for advance tax planning is one…