As retirement approaches, affluent Americans must address numerous questions to preserve and grow their wealth. Among these, taxes play a pivotal role—yet they’re often overlooked in wealth-building strategies. For those…
Tag: tax planning
The Importance of Estate Planning
As you approach retirement, estate planning might not be top of your priority list. However, for those with substantial wealth, ensuring your financial legacy is critical. Estate planning is not…
How to Save Money on Taxes in 2023
It’s officially tax season. If you’re looking for ways to save money on your taxes, we want you to know that the financial professionals at CKS Summit Group are here…
Retirement Planning Moves to Help Mitigate Taxes
Spoiler Alert: Taxes don’t stop when you retire! Try these strategies to minimize taxes on the money you will use for retirement. Despite paying taxes your whole working life, unfortunately…
Tax Exemptions for Charitable Giving
With the holidays nearing – as well as the end of the fiscal year – now is a great time to consider charitable giving. Not only can you directly impact…
How to Lower Your Tax Bill Close to Retirement
When nearing retirement, many Americans look forward leaving tasks like tax planning behind with the working grind. However, planning strategically now can mean more funds for the things you love…