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Tax Planning

A&I Financial Services

coworkers discussing finance
Learn from Nick Arndt, a tax expert from Transamerica, about how to find tax saving opportunities and other advice. One of the questions we had was about inherited IRAs. If you inherited your IRA before the year 2022, you can continue with the current withdrawal schedule. However, any inherited IRA since 2022 is subject to...
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Ever wonder what the tax limits are around charitable giving? Read on to get answers to some of the most common questions. For even more information, visit our Charitable Planning web page. How much can I give? You can give away as much as you want to anyone you want at any time you want....
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At the end of 2022, Congress passed over 90 changes to the tax code. On February 2nd, we held a Zoominar where I summarized the bigger changes that affect most people. Here are some of the tax laws and limits not discussed in the Zoominar: Gift Tax Exclusion Rises to $17,000 One of the most popular...
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A graduating college student with her family
When student loan payments were paused in March 2020, many people wondered what would ultimately become of their debt. Now, almost three years later, the White House has announced a plan of to forgive many student loans. Now that things are getting into motion, people who attended college (and their loved ones!) suddenly have very...
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Read this Periscope to learn more about the value of hiring a financial planner. Also, check the website for a video to learn more about the nuanced ways to measure and attempt to predict inflation, and about the tools that the Federal Reserve uses to reduce inflation! Financial planning is more than investment management As...
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Investment options
Frequently Asked Questions about Retirement Planning Some of the questions that we receive from various folks are fairly common. You may want to visit our web site and see if any of them peak your interests. Here are a few of them: Diversification Read our recent FAQ: Diversification in Investing: Fundamentals, Importance & Why You...
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Pay taxes now or later?
The President wants to raise taxes and Congress may be inclined to pass a bill that makes it so. As your personal financial planners, we get asked frequently – is it better to pay taxes now or later? – we will have to help you make decisions before we know the results. Here are some...
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Roth IRA
How High Income Earners can Contribute to a Roth IRA Read more about what some people call a back-door Roth IRA contribution. NOTE: This may go away!   Peter Thiel has a $5 Billion Roth IRA Recently, one of the founders of Paypal, among other successful technology companies, made the news with the size of...
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Roth IRA vs Traditional IRA
A simple plan that may help any person go tax free with a Roth, regardless of income. Plus, there is a hidden benefit for older folks and people with a higher income. So let’s dive in.
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Making a Real Estate Investment Decision
If you want to make a financial plan, then this 10 step plan will make it a little easier for you to work through the vast and complex issues at hand.
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