Tag: tax efficiency

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[…]

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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[…]

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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[…]

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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[…]

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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[…]

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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[…]

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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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