tax

Is Tax Planning Missing in Your Retirement Planning?

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How Life Insurance Can Make Your Retirement Tax Free

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Know the Difference Between Qualified and Nonqualified Annuities

For many investors looking to secure their cash flow in retirement, annuities are a common way to receive the guaranteed income they need.[1] Different annuities exist, so knowing which option fits

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How to be Tax Efficient with Your Investments

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What Does the New Tax Law Mean for Me?

Late last year, President Donald Trump promised to deliver a "big, beautiful Christmas present" to Americans that would revive an anemic U.S. economy.
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What Does the New Tax Plan Mean for Investing?

About the Author: CHERYL L. CHARBONNEAU, CPA, CFP®, CGMA, is CFO and Director of Tax Operations at Grace Tax Advisory Group, LLC in Southwest Florida.

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3 Mid-Year Tax Planning Strategies for Individuals

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Turning next year’s tax refund into cash in your pocket now

Each year, millions of taxpayers claim an income tax refund. To be sure, receiving a payment from the IRS for a few thousand dollars can be a pleasant influx of cash. But it means you were

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Real Estate Investor vs. Professional: Why it Matters

Income and losses from investment real estate or rental property are passive by definition — unless you’re a real estate professional. Why does this matter? Passive income may be subject to the 3.8%

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7 IRA Questions to Ask Before You File Your Tax Return

1) Did you make a deductible IRA contribution for 2016?

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