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Rebalancing your portfolio when you get older makes sense. So does anticipating for these possible tax surprises during your retirement years.

Tax Surprises for the Newly Retired

If you have not already done so, please plan to make your 1st and/or 2nd quarter estimated tax payment(s). The due date is Wednesday, July 15, 2020.

Reminder: Estimated Taxes Due - Now is the time to make your estimated tax payment

In an effort to assist in planning for retirement, there are a number of provisions in the tax code that benefit those who wish to retire early. Here are a number of tips.

Tax Tips to Aid in Retiring Early - Don't forget to look at the retirement specials on the tax menu

Too many taxpayers ignore estate taxes because they think it will not impact them. Do this at your own peril. Here is what you should know.

Estate Taxes: What EVERYONE Should Know

Think twice before tapping retirement accounts as an emergency fund. Also learn about pandemic-related tax surprises, how to help local businesses and changes coming to the banking industry.

Client Update Newsletter: June 2020 This month’s newsletter details several reasons why you should look for other sources of cash instead of tapping into your retirement funds, along with identifying potential tax surprises if you are using any of the pandemic-related relief programs, including unemployment benefits.There are al...