Knowledge is power, and that’s why we created ‘Money News You Can Use’. I pick the five best articles I read each month and post them here so you can stay informed of the latest financial news and arm yourself with knowledge when preparing for retirement. I know most people don’t have time to sift through hundreds of articles to find the most relevant and helpful ones, which is why I do it for you!
This month, we will focus on taxes. As Tax Day approaches, you have a lot to think about, especially if your financial situation changed in 2020. You may have been affected by the CARES Act, retired in 2020, or be concerned about the potential for tax increases in the future. Either way, it’s important to have a tax minimization plan for this year and beyond.
– Happy Reading
Premiere Wealth Advisors Founder
Jeff Vogan – RFC, CEP