Tax Planning

Should You Spend Your Taxable Brokerage Account First in Retirement?

Pulling funds from your brokerage account first would likely lead to paying lower taxes today,

Brad Bobb, CFP®
December 20, 2024

Year End Tax Planning Ideas

The end of the year is quickly approaching, which can only mean one thing for

Brad Bobb, CFP®
April 22, 2024

How to Avoid Getting Crushed by Taxes in Retirement

The answer is relatively simple – show very little income on your tax returns. The

Brad Bobb, CFP®
April 22, 2024

Tax Bracket Misconceptions

Federal income taxes can be terribly misunderstood. Sometimes I believe that whoever writes tax law

Brad Bobb, CFP®
June 13, 2023

How to Get a Tax Free Retirement

This is a headline that I see often on retirement articles, but is it possible?

Brad Bobb, CFP®
April 25, 2023

Warning: Adjust Tax Withholding in Your First Year of FERS Retirement

Two things in life are certain – death and taxes – one we have very

Brad Bobb, CFP®
February 7, 2023

Why Tax planning is SO Important in Retirement

If you want to keep more of what you make, then tax planning is essential

Brad Bobb, CFP®
November 2, 2021

Taxes and Timing Matter

It’s hard to understate the importance of timing and details when it comes to retirement

Tax Planning

Brad Bobb, CFP®
September 1, 2021

3 Essential Tax Planning Strategies for Federal Retirees

There is an old saying that claims, “It’s not how much you make that’s the

Brad Bobb, CFP®
October 6, 2020

Reduce Taxes on Inherited IRAs

I was in the process of writing an article on handling inherited IRAs when Congress

Brad Bobb, CFP®
April 15, 2020

Past performance is not indicative of future results. Investments in securities may lose value, and fees, charges and taxation can have an adverse effect on investment returns.

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