Breakdown of the New Tax Reform Bill

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Does your company provide a Flexible Spending Account (FSA) to help cover healthcare expenses? If so, our Financial Planner Joe Schweiger, CFP®, AIF®, guides you through the details of FSA’s to ensure it’s the right employee benefit for you. FREE GUIDE | Retirement Readiness Guide Transcript Today’s financial tip is utilizing the balance in your...

A year-end financial planning checklist is a must for understanding your retirement plan, optimizing investments, and reviewing tax strategies. Pure’s Financial Planner, Phillip Chinothai, CFP®, AIF®, discusses five ways to keep you on track: Review Your Investment Portfolio Maximize Retirement Plan Contributions Review Roth Conversions Plan for Tax Deductions and Credits Update Your Financial Plan...

There are several actions you can take to lower your 2023 tax bill, but they need to be implemented before December 31! These strategies include Roth conversions, tax loss harvesting, tax gain harvesting, the Backdoor Roth IRA, net unrealized appreciation, and charitable giving strategies such as a donor-advised fund. Watch this year-end tax planning webinar...