FPA® Annual Financial Advocacy Day
As a firm, we believe in the importance of having a comprehensive financial plan. We work with each of our clients to gain a detailed understanding of their family, current …
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Tag: taxes
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 …
What are the Tax Planning Benefits of Qualified Charitable Distributions and Roth Conversions?
A Qualified Charitable Distribution (QCD) is an otherwise taxable distribution from an IRA owned by an individual who is age 70½ or older and paid directly from the IRA to …
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, …
Q & A with a CPWA® (Certified Private Wealth Advisor®)
When selecting a financial planner, you want to be certain they are qualified to help address your unique financial concerns. The CPWA® is a designation an advisor chooses to earn …
Tax management strategies are always ‘in Season’
This is the time of year when our thoughts are focused on family, holiday gatherings, gift lists… and tax planning! With investment activities subject to tax rates ranging from 0% …
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 …