Income Tax Planning Archives - Page 2 of 3 - The Financial Quarterback™

Financial Planning, Financial QB TV Videos, Income Planning, Income Tax Planning, Roth IRAJanuary 10, 2018November 16, 2021 by Richard E. Reyes, CFP®

Making Too Much for a Roth IRA

Using a 401k to build a Mega Roth IRA. Read More

Financial QB TV Videos, Income Tax Planning, Retirement IncomeNovember 8, 2017November 16, 2021 by Richard E. Reyes, CFP®

Great Benefits in the Tax Reform Bill

Even though still in its infancy, the GOP tax reform bill has one great benefit which will allow converting your taxable accounts into tax free accounts much easier. Less taxes, more retirement income. Read More

Capitalism, Financial Planning, Income Tax Planning, Retirement IncomeApril 27, 2017November 16, 2021 by Richard E. Reyes, CFP®

Less Taxes, More Money

Should tax rates be higher? It’s the million dollar question! Up? Down? No change? Where in the world should taxes go? In election years, the question of tax rates fills the airwaves. In non-election years, the question of tax rates, again, fills the airwaves. So what’s the answer? Read More

Financial Planning, Financial QB TV Videos, Income Tax Planning, Investor Behavior, RetirementMarch 9, 2017November 16, 2021 by Richard E. Reyes, CFP®

Tempted to Lie to the IRS

Its that time of year you are tempted to lie in order to get a larger refund or pay less. Is it worth it? Read More

Financial QB TV Videos, Income Tax Planning, Retirement IncomeAugust 25, 2016November 16, 2021 by Richard E. Reyes, CFP®

No Patriotic Duty to Pay More Taxes

Anyone may arrange their affairs that their taxes shall be as low as possible; you are not bound to choose that pattern which best pays the Treasury. There is no patriotic duty to increase one’s taxes. Read More

Financial Planning, Financial QB TV Videos, Income Tax Planning, Retirement IncomeMay 25, 2016November 16, 2021 by Richard E. Reyes, CFP®

Totally Tax Free

A continuation on the importance of tax diversification. Totally tax free accounts offer great benefits dealing with the tax impact in retirement. Read More

Financial Planning, Financial QB TV Videos, Income Tax Planning, Retirement IncomeMay 19, 2016November 16, 2021 by Richard E. Reyes, CFP®

Your Tax Time Bomb

A continuation on the importance of tax diversification. Tax Deferred accounts offer great benefits especially if your employer provides a match but be careful to properly plan the tax impact in retirement. Read More

Financial Planning, Financial QB TV Videos, Income Tax Planning, Retirement IncomeMay 11, 2016November 16, 2021 by Richard E. Reyes, CFP®

The Other Diversification

When it comes to diversification, understanding the impact of taxes on your retirement is crucial to a successful and lasting plan. Read More

Financial Planning, Financial QB TV Videos, Income Planning, Income Tax Planning, RetirementMarch 30, 2016November 16, 2021 by Richard E. Reyes, CFP®

Retirement and an IRS Audit

If you are retired you still run the risk of being audited by the IRS. Here are 4 common things that can raise a red flag. Be careful and let us help you with your tax preparation. Read More

Financial QB TV Videos, Income Tax PlanningMarch 9, 2016November 16, 2021 by Richard E. Reyes, CFP®

Dealing with a Tax Mistake

There will be over 250 million returns filed this year in the US. Do you think some will have mistakes? So what happens if you make a mistake on your tax return. Read More