https://ilafp.com/wp-content/uploads/2017/05/max-out-401k.png 350 840 jbergner https://ilafp.com/wp-content/uploads/2015/12/ILAP-Logo.png jbergner2017-05-30 07:00:132021-04-17 11:33:08Maxing out retirement contributions? Do you understand the taxation when you take withdrawals?
Maxing out retirement contributions? Do you understand the taxation when you take withdrawals?
There are huge tax consequence retirees end up paying each year on withdrawals, because people are taxed at their highest tax bracket in retirement.
https://ilafp.com/wp-content/uploads/2017/05/4percent-not-enough.jpg 534 800 jbergner https://ilafp.com/wp-content/uploads/2015/12/ILAP-Logo.png jbergner2017-05-29 07:00:362017-07-30 11:46:45Is 4.0% average growth enough to power your retirement?
Is 4.0% average growth enough to power your retirement?
Do you know how much money you’ll need to retire comfortably?
https://ilafp.com/wp-content/uploads/2017/05/chart2.jpg 221 600 jbergner https://ilafp.com/wp-content/uploads/2015/12/ILAP-Logo.png jbergner2017-05-25 07:10:022020-04-26 15:52:52Is it time to look at some alternatives to your bond holdings?
Is it time to look at some alternatives to your bond holdings?
Learn about potential substitutions for some part of your bond holdings.
https://ilafp.com/wp-content/uploads/2017/03/g1wdckcv3w-mantas-hesthaven.jpg 4000 5590 jbergner https://ilafp.com/wp-content/uploads/2015/12/ILAP-Logo.png jbergner2017-05-14 11:06:582021-03-21 12:52:56Are You Living Life in Alignment with Your Core Values?
Are You Living Life in Alignment with Your Core Values?
What do you value most in life? Is it family? Money? Independence?…
https://ilafp.com/wp-content/uploads/2017/05/carry-the-tax-burden.jpg 602 602 jbergner https://ilafp.com/wp-content/uploads/2015/12/ILAP-Logo.png jbergner2017-05-06 07:36:002017-10-03 07:01:10Creating Tax Efficient Cash Flow
Creating Tax Efficient Cash Flow
How to structure your withdrawals to be as tax efficient as possible.
https://ilafp.com/wp-content/uploads/2017/05/chose-the-right-path.jpg 850 1166 jbergner https://ilafp.com/wp-content/uploads/2015/12/ILAP-Logo.png jbergner2017-05-03 13:21:522021-03-21 12:53:25Five Weird Questions to Determine Life Purpose
Five Weird Questions to Determine Life Purpose
Five Weird Questions to Determine Life Purpose What’s your…
https://ilafp.com/wp-content/uploads/2017/04/old-life-new-life.jpg 425 810 jbergner https://ilafp.com/wp-content/uploads/2015/12/ILAP-Logo.png jbergner2017-04-30 15:16:282021-03-21 12:53:48If Your Life Were a Business Would You Invest in It?
If Your Life Were a Business Would You Invest in It?
Think about that for a second. If your life were a business…
https://ilafp.com/wp-content/uploads/2017/04/more-crossroads.jpg 427 640 jbergner https://ilafp.com/wp-content/uploads/2015/12/ILAP-Logo.png jbergner2017-04-28 11:27:482021-03-21 12:54:03What's the greatest Investment that Tony Robbins and Warren Buffett says YOU should make in YOUR life?
What's the greatest Investment that Tony Robbins and Warren Buffett says YOU should make in YOUR life?
Warren Buffett is famous for being one of the most successful…
https://ilafp.com/wp-content/uploads/2017/03/6-useful-tax-tips-virginia-beach.jpg 278 368 jbergner https://ilafp.com/wp-content/uploads/2015/12/ILAP-Logo.png jbergner2017-03-24 15:30:432017-10-03 07:01:35Tax Tips for the Individual Investor
Tax Tips for the Individual Investor
Investors are usually quite eager to learn about the next big investment opportunity out there to increase their total portfolio return, however, they are often less enthusiastic about making an effort to minimize their tax bite. There’s money to be made by taking advantage of tax avoidance strategies. So that you don’t overlook any opportunities for improving your bottom line, here are a few simple tax principles that can help save you money.
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6 Strategies for Tax-Efficient Investing
It’s tax season again and this often prompts a variety of feelings including procrastination and intimidation. It’s no fun knowing that after factoring in federal income and capital gains taxes, the alternative minimum tax, and any applicable state and local taxes, your investments' returns in any given year may be reduced significantly. But for some people, tax time can actually be a very happy time. That’s because they have put into place some effective strategies to decrease their income tax bite. Here are several Strategies & Tips to potentially help lower your tax bill.