by Ryan Shumaker | Sep 1, 2023 | Blog
We often say on our radio show that retirees are one of the highest and most unfairly taxed groups out there. This is especially true in Kansas, as Kiplinger has our state rated as the third least friendly state in the entire country for taxes on retirees. At our...
by Ryan Shumaker | Mar 10, 2023 | Blog
We are big fans of the saying, “Give to Caesar his due, but not a dollar more!”, which is why at our firm we focus on helping clients create tax efficient retirement plans and portfolios. With tax filing season upon us, we thought we’d share a few common issues we see...
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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