Tom King
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Commit to Your Data Privacy in Retirement
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As we wrap up tax season, it’s a good time to consider your data and privacy. Often, data collectors say that the vast amount of information they take in is […]
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Get in the Right Mindset for Retirement
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Switching your mindset is one of the most challenging things about getting ready for retirement. You’ll no longer be getting a salary. You’ll be living off the money you’ve spent […]
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To Convert, or Not to Convert to Roth IRA: Tax Is the Question
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When planning for retirement, it has long been known that taxation is one of many associated mazes. Like the labyrinth of legend, tax law constantly changes with time and often […]
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Confidently Navigating Changes in Retirement
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No matter how organized you are, things don’t always go as planned when preparing for retirement. The truth is most people have to retire earlier than they had envisioned due […]
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A Look into the World of Cost-Basis Step-Ups
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Cost basis (n.): The original value of an asset used for tax purposes, adjusted for corporate actions, distributions, wash sale rules and income reallocation. Seems straightforward, doesn’t it? But this […]
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Tailor Your Taxes for Retirement
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After a fruitful career and plenty of practice paying taxes, you may feel prepared for the tax man in retirement. But a review of your post-retirement taxable income may yield […]
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The Psychological Side of Spending Your Retirement
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It turns out many pre-retirees are so focused on accumulating assets that they never really think about actually withdrawing and using the money. Saving funds and using funds are a […]
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Mitigating Surtaxes
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Every investor should have a thoughtful tax strategy, and for those that exceed certain income thresholds, proactive planning is all the more important. Individual taxpayers with modified adjusted gross income […]
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The Backdoor Roth IRA: A Very Little Key May Open a Very Heavy Door
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Charitable donations and contributions to IRAs are well-worn entryways when it comes to offsetting taxable income, but as a high earner, you may not realize that you can also take […]