by Ryan Shumaker | Feb 23, 2026 | Blog
According to early IRS filing data, the average tax refund is over 14% higher so far this filing season compared to the same time last year, and the average refund is projected to be over $1,000 more. While many treat their tax refund like a spring bonus, the reality...
by Ryan Shumaker | Mar 1, 2021 | Blog
Last month we discussed the SECURE Act and its projected $15.7 billion tax increase on beneficiaries of tax deferred retirement accounts (like 401(k)s, 403(bs), TSPs, IRAs, etc.). The only ones excluded from this new way of distributing retirement accounts are...
by Ryan Shumaker | Apr 1, 2020 | Blog
We said last month that retirees are one of the highest and most unfairly taxed groups out there and stressed the importance of tax reduction planning when it comes to investments and retirement. While the SECURE Act passed last December is certainly a huge negative...
by Ryan Shumaker | Dec 1, 2019 | Blog
Recently, in part one of this article, we discussed how you might be in a lower tax bracket in retirement, but pay a higher tax rate. In this article, we’ll look at how a Roth may be able to help you avoid this scenario. Utilizing a Roth The beauty of a Roth is that...
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