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Taxes

Smart Lunches with Craig – Taxes, Taxes Taxes

Smart Financial Invites you to Sm​art Lunches with Craig​ The Impact of Taxes in Retirement This quarter we will be discussing the following:​ Have you reviewed your IRA exit strategy? Do you have one? You know Roth IRAs are tax-free, but are they right for you? Are you even eligible? Information about Trump’s new tax...
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Tax Considerations for Retirees

​Tax Considerations for Retirees Are you aware of them? The federal government offers some major tax breaks for older Americans. Some of these perks deserve more publicity than they receive. If you are 65 or older, your standard deduction is $1,300 larger. Make that $1,600 if you are unmarried. Thanks to the passage of the Tax Cuts...
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Smart Lunches with Craig – Taxes, Taxes, Taxes

​Smart Financial Invites you to Sm​art Lunches with Craig​ The Impact of Taxes in Retirement This quarter we will be discussing the following:​ Have you reviewed your IRA exit strategy? Do you have one? You know Roth IRAs are tax-free, but are they right for you? Are you even eligible? Information about Trump’s new tax...
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Debunking a Few Popular Retirement Myths

Debunking a Few Popular Retirement Myths It seems high time to dispel some of these misconceptions.   Generalizations about money and retirement linger. Some have been around for decades, and some new clichés have recently joined their ranks. Let’s examine a few.   “When I’m retired, I won’t really have to invest anymore.” Society still...
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