As we approach the 2024 tax filing season, it’s crucial for high-net-worth retirees to stay informed about recent policy changes and their potential impact on tax planning strategies. Last-minute tax…
Tag: tax strategy
The Role of Taxes in Wealth Building
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…
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…
Am I Due a Tax Refund in 2022?
TAX SEASON IS UNDERWAY! The IRS announced that the 2022 tax filing season opened this Monday (January 24th, 2022). It’s the third coronavirus pandemic tax filing season, and again, that’s…