Call 877-281-8282 or email kevin@infinitewealthadvisors.com to speak with an agent.
Now that Tax Day has come and gone, most of us are breathing a sigh of relief. Filing your income taxes is never much fun, but at least it’s over – for now. Naturally, you’ll be picking up that pen and calculator, or signing into your online tax software, next…
You might have watched your parents or grandparents retire after a long career with a single company. But these days, it’s rare for workers to stay put for twenty, thirty, or more years. We tend to change jobs, seeking upward mobility in our careers, or because we want (or need)…
Income tax audits are rare, but most of us definitely want to avoid them. Even if you’ve done nothing “wrong”, the scrutiny can be nerve-wracking and uncomfortable. Luckily, most IRS audits are not random, and are triggered by one of these five common factors. Avoid them, and you lower (but…
If you’re like most people, you always appreciate an opportunity to save money. You might even be actively looking for ways to save, so that you can stash more money in your retirement fund. That’s good thinking! Unfortunately, some common “savings” opportunities don’t really save you any money at all….
From the financial crisis of 2008, and over the course of the Great Recession, interest rates remained historically low. Then, we all waited in anticipation as the Fed discussed raising rates in response to an improving economy. Finally, a rate hike was issued in December 2015, and then again just…
These days, it’s rare to meet someone who has stayed with the same employer for decades. We tend to look for new opportunities, either for better pay and benefits, or to build a more personally satisfying career. And of course, sometimes change is inevitable when downsizing or job loss forces…
With one percent of people now owning half of the world’s wealth, it might make you wonder if wealthy people have some sort of secret that the rest of us just haven’t learned yet. And actually, that might be true to some extent. There are certainly things you can do…
If your income places you in the top tax bracket, you’re in an enviable position by many people’s standards. But no one would envy your tax bill! Those who earn more than $400,000 annually (or $450,000 for couples filing a joint return) are hit with a shocking 39.6 percent federal…
Throughout the year, we all make decisions that could either positively or negatively impact our tax status the following spring. Capital gains tax is certainly one of those areas that can surprise you. Any time that you sell certain items and make a profit, you could trigger capital gains tax,…
If you’re like most people, you enjoy making a difference in the world by giving to charity. You might also enjoy the tax deduction you can earn by doing so. But once you’re retired, your tax situation can change quite a bit, and you might need to structure your charitable…
Have questions? Need assistance?
Use the form below to schedule an appointment.