May 7, 2024 | Tax Planning
Written by: Tricia Rosen, CFP®, MBA, EA, Principal of Access Financial Planning, LLC Tax Planning in Plain English Preparing and filing your income tax returns each year is one thing, but understanding the impact of various decisions on your tax obligation is...
May 1, 2024 | Retirement Planning, Tax Planning
Written by: Tricia Rosen, CFP®, MBA, EA, Principal of Access Financial Planning, LLC 4 Hidden Taxes in Retirement If you thought understanding your tax obligation while you were working was complex, just wait until you start retirement. There are 4 hidden taxes in...
Nov 26, 2021 | Tax Planning
It’s that time of year when thoughts turn to, you guessed it, year-end tax planning opportunities. Tax planning strategies should always be looked at with a view toward multiple years. It’s not just about minimizing taxes this year, but looking at how the...
Nov 26, 2021 | Retirement Planning, Tax Planning
Although Roth IRA accounts were first established over 20 years ago, the way Roth accounts work is not as well-known as it should be. Roth conversions are even less well-known than Roth contributions, yet they can be even more beneficial than a direct contribution to...
Mar 26, 2021 | Investments, Tax Planning
Investing has become more accessible to more people than ever before due to the elimination of trading fees, the ability to purchase fractional shares of a stock, and the user-friendliness of investing apps. Investing in the stock market is one of the few ways to...
Dec 29, 2020 | Tax Planning
A $900 Billion Stimulus bill was signed into law on December 27, 2020. It is the second stimulus bill in response to the COVID-19 pandemic. There is a lot of information in this most recent stimulus bill, as the full text was almost 5,600 pages long. So that you...
