Do you plan to retire in California or move elsewhere in retirement? Strategizing when to take Social Security Income (SSI) benefits and how they will be taxed once you start claiming them is a component of a successful retirement plan.READ MORE
Tax Planning
High earners often face a significant tax burden, making effective tax planning a key part of their financial management and retirement plan. With the right tax strategies, you can reduce this burden and maximize after-tax wealth. Working with financial advisorsREAD MORE
It’s been eight years since a Republican-led Congress approved the Tax Cuts and Jobs Act of 2017 (TCJA), which was at that point the most far-reaching tax legislation since 1986. Since then, we have seen seven major pieces of taxREAD MORE
With three major pieces of tax legislation passed in the last four years, we enter 2024 with more nuances, more inflation adjustments, more expiring tax breaks, and more rules to follow. Here are the highlights. To see all the details,READ MORE
It takes a lot of planning to design a successful retirement strategy. Saving and investing enough to fund a comfortable retirement is critical, but there are other things to consider as well. Your lifestyle, where you’ll live, medical expenses, pension,READ MORE