Our Blog | Tax Efficiency

A Look Back on 2019

Posted on: January 23, 2020| Posted by: Jon Powell | Tax Efficiency, Current Events

It’s been an incredible decade in the US stock market that was capped off by a 2019 which saw returns on the S&P 500 exceed 30%. While US large[…]

It's Required Minimum Distribution Season

Posted on: December 18, 2017| Posted by: Jon Powell | Tax Efficiency, Investment Decisions

It’s Required Minimum Distribution (RMD) season (or Minimum Required Distribution - MRD, same thing). Beginning the year an individual turns 70 ½[…]

Early Fall Update To The Trump Tax Plan

Posted on: October 3, 2017| Posted by: Jon Powell | Tax Efficiency, Current Events

Once again, the President and several officials placed in charge of revamping the US tax code have released an outline for what they hope tax reform[…]

Trump Tax Plan Revisited

Posted on: May 11, 2017| Posted by: Jon Powell | Tax Efficiency, Current Events

This article is based on information released in April of 2017 concerning the Trump Administrations plans for tax reform. For analysis concerning[…]

2017 Possible Tax Reform Chart

Posted on: December 29, 2016| Posted by: Jon Powell | Tax Efficiency, Uncategorized, Current Events

Last week we went over the primary effects and differences between Donald Trump's tax plan and the tax reform proposal from the House GOP. Unless you[…]

Possible Income Tax Reform & The Trump Tax Plan

Posted on: December 22, 2016| Posted by: Jon Powell | Tax Efficiency, Current Events

This article is based on information released in December of 2016 concerning the Trump Administrations plans for tax reform. For analysis concerning[…]

Saving For College - 529 Plan

Posted on: October 20, 2016| Posted by: Jon Powell | Tax Efficiency, College Saving

We wrap up our three-part college savings series by taking a look at how to utilize a 529 plan to save for college. We’ve already addressed whether[…]

The Ultimate Retirement Account - Health Savings Accounts (HSA)

Posted on: September 29, 2016| Posted by: Jon Powell | Tax Efficiency, Retirement Plans

I’m sure most people who have made it to our website have a general understanding of the differences between a Traditional IRA and Roth IRA. With a[…]

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Blogs

Making Sense of the First Half of 2020 and Your Investments

Did you know that you need to count to 1,000 before finding the letter “a” in a number, spelled-out?

Why Aren't Stocks Down More?

One question that seems to be popping a lot is “Why aren’t stocks down more?” After all, we’re in the midst of what I hope will be the worst economic...

Thoughts on COVID-19 - How It's Affecting Our Clients and Our Firm

This is a rough time. There’s really no way to sugar coat it. People around the world are falling ill. Many transactional businesses are severely...

We're In a Bear Market Due to COVID-19, Now What?

It’s honestly pretty weird to have a market crash that has such a simple explanation. An uncontained viral outbreak is endangering public health and...

Coronavirus in Perspective

I wanted to follow up on our post from last week that aimed to put the market impact of Coronavirus in perspective. In that post, I talked about how...

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Tag: tax efficiency