3 Tasks for Year End Planning
As the holiday season descends upon us, it's important to have a plan in place as the fiscal year comes to a close.
As the holiday season descends upon us, it's important to have a plan in place as the fiscal year comes to a close.
Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your year end contributions can create tax benefits for both you and your chosen charity.
Let's talk about ways to manage taxes in a very efficient, effective manner throughout retirement. A process that starts years before you make that transition.
Sending your kid off to college comes with a hefty price tag. Here's a quick overview of what expenses may qualify for a reduction in your taxes plus 3 tax-focused savings strategies.
As a C-Suite executive, your company may offer you a Supplemental Executive Retirement Plan. Before making any changes to your current retirement savings strategy, review these considerations first.
How does converting money from my IRA to a Roth IRA impact my tax planning? Are there pitfalls along the way that can get me into heavier tax burdens?
Our clients come to us for security and peace of mind in five specific areas: income planning, estate/charitable planning, tax planning, healthcare planning, and asset management/wealth planning. How can we at Vizionary help you and those you love?
As you enter the ranks of high earners, the rules of 401k's get more complicated.
We're tackling the best ways to leverage your executive deferred compensation plans to prepare for the future.
Often times, there are two main kinds of stock options with different conditions, benefits, and limitations – specifically when it comes to taxes.