5 Steps Retirees Need To Take Now To Avoid Paying Too Much In Taxes

Saving for retirement is important, but how and where you save is equally important. Travel Awaits discusses what you should consider to help your money last in retirement.   Enjoy this complimentary download: By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products. Source Article:…

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5 Unexpected Insights from Your Tax Return

The tax deadline is behind us, but don’t put your return away just yet. This Kiplinger article gives five common areas to consider when reviewing your financial situation.   Enjoy this complimentary download: By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products. Source Article:…

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PODCAST 83: Do I Need to Add Venmo Transactions to My Tax Returns?

Get your complimentary guide to go with this episode: By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products.   Below is a transcription of the Ask Gregory Podcast 83 – Do I Need to Add Venmo Transactions to My Tax Returns? Gregory Ricks  00:00…

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PODCAST 82: What Opportunities Are There to Reduce Tax Burdens in Retirement?

Get your complimentary guide to go with this episode: By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products.   Below is a transcription of the Ask Gregory Podcast 82 – What Opportunities Are There to Reduce Tax Burdens in Retirement? Gregory Ricks  00:00 Hey,…

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Don’t Let Taxes Dim Your Retirement: How to Plan Ahead with Your ‘Tax Bucket List’

Taxes are always a thought, but have you prepared for the potential tax burden in retirement? Discover the three “tax buckets” and what they mean in this Kiplinger article.   Enjoy this complimentary download: By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products. Source…

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Five Big Tax Breaks at Work

If you discovered that you owe federal income taxes while preparing your 2021 tax returns, then you’re not alone. Your employer benefits program may be able to help you reduce your taxable income. According to Kiplinger, these are five tax-reducing options that your company may offer.   Enjoy this complimentary download: By submitting your contact…

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Getting Ready for a Tough Tax Season

The pandemic may have made filing your taxes more complicated for the 2022 season. Do you have all the information needed to file this year? This Wall Street Journal article has you covered, as they cover some frequently asked questions in regards to child tax credits and stimulus checks.   Enjoy this complimentary download: By…

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Which Tax Documents Should I Save, Which Should I Shred?

You’ll need supporting documents in case you’re audited, but you don’t need to save them forever. With some changes coming in this 2022 tax season, how will you know what to keep versus what to shred? This Kiplinger article can help to alleviate those worries as they discuss what documents you need to keep for…

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The WSJ Tax Guide 2022: What to Know Now About Tax Filing and Refunds

Taxpayers will have to grapple with new rules for stimulus payments and child tax credits We’re in the middle of tax season. Have you prepared yourself for the changes that come along with filing your taxes? Check out the Wall Street Journal Tax Guide 2022 for up-to-date information regarding the 2022 tax season.   Enjoy…

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