Curated Insights

Tax Planning

News and information to help improve your Four Capitals
the approach
Retirement Planning

Understanding Required Minimum Distributions

Understanding Required Minimum Distributions (RMD) is imperative for effective retirement planning. RMD rules can be complicated and difficult to understand, so we’ve outlined common questions and explanations to help you.

Posted By Alyssa Dalbey
November 7, 2023
Tax Planning

Qualified Charitable Distributions

A Qualified Charitable Distribution (QCD) is a helpful tax-planning tool for those who are charitably inclined. It is a charitable donation from an Individual Retirement Account (IRA).

Posted By Alyssa Dalbey
November 5, 2023
Financial Planning

Health Savings Accounts (HSAs) – 2023 Limits

A Health Savings Account (HSA) is a tax-advantaged medical savings account available to individuals who are enrolled in high-deductible health plans. HSAs have three main tax advantages.

Posted By Alyssa Dalbey
April 19, 2023
Tax Planning

Medical Expense Tax Deduction for 2023

Qualifying medical expenses include preventative care, treatment, surgeries, dental care, vision care, psychologists, psychiatrists, prescription medications, and appliances such as glasses, contacts, false teeth, and hearing aids, among others.

Posted By Alyssa Dalbey
April 19, 2023
Tax Planning

Use Tax-loss Harvesting to Offset Capital Gains

While conventional wisdom often states that investments will grow over time, that isn’t always the case. Fortunately, when an investment’s return is down, there is potential for harvesting tax losses. Tax-loss harvesting may reduce your annual income tax liability. What is tax-loss harvesting? Tax-loss harvesting is done by selling a security that has a fair

Posted By Alyssa Dalbey
September 14, 2022