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

Financial Planning, Financial QB TV Videos, Income Tax PlanningJanuary 8, 2020November 16, 2021 by Richard E. Reyes, CFP®

The SECURE Act

The SECURE Act was signed into law into law in December 2019 and went into effect on January 1, 2020. The SECURE ACT changed some important aspects of retirement planning, the biggest one being the age at which to commence your Required Minim Distribution (RMD). Read More

Financial Planning, Financial QB TV Videos, Income Tax Planning, Retirement IncomeNovember 7, 2019November 16, 2021 by Richard E. Reyes, CFP®

Tax Free IRA Distributions

Charitable RMD’s are a great legal method to take tax-free distributions from your IRA. Read More

Financial QB TV Videos, Income Planning, Income Tax Planning, Retirement Income, The Stock MarketJuly 11, 2019November 16, 2021 by Richard E. Reyes, CFP®

The Washington Zombie

The Washington Tax zombie is coming for your retirement income. Take advantage of our current low rates and get to a ZERO tax retirement. Read More

Income Planning, Income Tax PlanningFebruary 13, 2019November 16, 2021 by Richard E. Reyes, CFP®

Its Not A Scam

If you are use to getting large tax refunds, you might not be getting one this year and here is why…. and it’s not a tax scam. Read More

Financial Planning, Financial QB TV Videos, Income Tax Planning, Retirement IncomeApril 5, 2018November 16, 2021 by Richard E. Reyes, CFP®

Lying to the IRS

There is a big difference between tax evasion and tax avoidance. Tax avoidance is legal and easy to plan for and doesn’t entail lying. Read More

Financial QB TV Videos, Income Tax Planning, The Stock MarketMarch 14, 2018November 16, 2021 by Richard E. Reyes, CFP®

Capital Gains Distributions

Dealing with mutual fund yearly capital gains distributions. That pesky tax. Read More

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