The Power of Tax-Efficiency: Tips and Tricks to Minimize Tax Liability
Ben Franklin’s quote is spot on; nobody can escape the eventuality of paying taxes but that doesn’t mean that you can’t optimize your portfolios to pay less. Tax season can …
Check the background of investment professionals associated with this site of FINRA BrokerCheck
Tag: tax saving strategies
Sign up for our NEW Interactive Edition of the Advisor Magazine
Sign up now: As our firm changes and grows, our magazine and the way we communicate and educate our clients and constituents reflect that change. Our magazine has been available …
Four Legacy Planning Strategies to Help Mitigate Tax Burdens for You and Your Heirs
By now you are familiar with the term SECURE Act that was passed in 2020, and how it impacts retirement and estate planning. A large part of that is due …
Mapping Out Your Best Tax Strategy: Avoid Potential Tax Road Blocks With The Help Of Your Personal Board Of Directors
We here at Fragasso Financial Advisors firmly believe in the concept of each client creating their own financial Board of Directors. In most cases this includes a trusted accountant, lawyer, …
Required Minimum Distributions
As 2019 is winding down, it is time again to remind our eligible clients to take their Required Minimum Distributions (RMD) by December 31, 2019. An RMD is a specific …
Tax Savings & You
Income tax rates have been reduced by the tax act of 2018 and so we don’t need to focus on tax savings like we did in the past. True …
Taxes and Your Board of Directors
Tax time has a way of making us resolve to save taxes going forward. But that inclination feels a bit like the story about horses and barn doors. It is …