deferring income taxes Archives - Legacy Insurance Agency

Tax Planning – The Time to Plan is Now

Barry Page — Mon, 16 Apr 2018 20:13:20 +0000

Tax Planning – The Time to Plan is Now Just because the tax deadline has passed doesn’t mean you can’t plan for future taxes. Now is the time to plan for next year, your future, and your family’s future. You may have heard the old adage, “People don’t plan to fail, they fail to plan.” A Team Apporach to Tax Planning By taking a proactive approach to your tax planning, you can anticipate costs and plan accordingly. Sometimes this takes a team approach with multiple advisors. For business owners and high income earners, you will want to consider all options including deductions, deferrals and depreciation.

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8 Scary Truths About Your Qualified Plan 401k / IRA

Barry Page — Tue, 24 Oct 2017 23:04:49 +0000

8 Scary Truths About Your Qualified Plan 401k/IRA Retirement Account 8 Scary Truths About Your Qualified Plan 401k that your employer’s not telling you. What you need to know about your 401k and IRA What you need to know about your 401k before you contribute another dime. If you are pondering the thought of contributing more than your match to your 401k or whether or not to make an end of year contribution to your IRA, THINK AGAIN! Before you put another dime into your 401k, 403b, TSP, SEP or other IRA you need to know what the government and your employer aren’t telling you.

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