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 …
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Tag: tax saving strategies
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 …