Blog Tax Planning

Year End Tax Planning

By Michelle / November 9, 2015 / Comments Off on Year End Tax Planning

With the new year just around the corner, now is a great time to think about end of year tax planning. If any of the following apply to you, it might be a good idea to call and schedule a meeting with your advisor before the end of the year.  Thinking of a Roth Conversion? If you are planning…

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Bad News for Some Medicare Beneficiaries

By Michelle / November 3, 2015 / Comments Off on Bad News for Some Medicare Beneficiaries

According to the Social Security Administration, Medicare Part B premiums will be going up beginning January 1, 2016 for more than 7 million Americans. The reason for this increase has to do with the decision not to do a cost of living increase for social security in 2016. A provision in the law states that…

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Income in Retirement – Can it affect your Social Security Benefits?

By Ben Rickey / September 21, 2015 / Comments Off on Income in Retirement – Can it affect your Social Security Benefits?

These days, returning to work after retiring is a common trend. Whether you’re looking for an additional income stream to ease your finances into full retirement, or maybe you’re wanting to purse that dream career. Whatever your reason for re-entering the workforce, your Social Security, health insurance, and tax situation may be affected. Here’s some…

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Don’t Destroy Your Rollover

By Ben Rickey / February 20, 2014 /

When a person has company stock inside of their retirement plan that has significant appreciation, they need to understand the effect of Net Unrealized Appreciation. Simply put, Net Unrealized Appreciation, or NUA, is the difference between the basis, or what you paid for it, and the market value of those shares held in a tax…

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