Curated Insights

Tax Planning

News and information to help improve your Four Capitals
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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
April 10, 2025
Financial Planning

Health Savings Accounts (HSAs) – 2025 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
February 24, 2025
Tax Planning

Year-End Tax Planning Strategies for 2024

The wealth management team at Schultz Financial Group (SFG) conducts annual year-end tax planning throughout the fourth quarter. This year has been a year of uncertainty in the markets, and yet we have experienced a market rally. While some uncertainty remains around what the future holds once the Tax Cuts and Jobs Act of 2017

Posted By Alyssa Dalbey
November 13, 2024
Tax Planning

Maximizing Your Wealth: The Importance of Year-End Tax Planning

As the year draws to a close, individuals and businesses alike are gearing up for the holiday season and reflecting on the year gone by. Amidst the festivities, it is crucial not to overlook the significance of year-end tax planning. Strategic tax planning can have a meaningful impact on financial well-being, and taking proactive steps

Posted By Alyssa Dalbey
November 12, 2024