Annual Financial To-Do List

Posted by Creekmur Wealth Advisors on 1:17 PM on December 12, 2019

New_Year_2020_4-08

Things you can do for your future as the year unfolds.

What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to managing your taxes. You have plenty of choices. Here are a few ideas to consider:

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Topics: Budgeting, Build True Wealth, Financial Planning, Goals, Investing, Investments, long term objectives, Planning, RMD, RMDs, saving and investing, Stay focused on objectives

When Is Social Security Income Taxable?

Posted by Creekmur Wealth Advisors on 11:21 AM on October 2, 2018

To find out, look closely at two factors.

Your Social Security income could be taxed. That may seem unfair or unfathomable. Regardless of how you feel about it, it is a possibility.

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Topics: charitable IRA gift, Claiming Social Security, Uncategorized, Financial Planning, RMD, Social Security income, Tax on Social Security Income

Retirees, Check Your Withholding

Posted by Creekmur Wealth Advisors on 11:07 AM on September 25, 2018

It may need to be adjusted due to the 2017 federal tax reforms.

The Internal Revenue Service has a message for you. You may need to adjust the amount withheld from your paycheck or the size of your estimated tax payments because the agency is using new withholding tables this year. Should you underpay your taxes for 2018, you could be hit with a tax penalty in 2019.1

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Topics: Uncategorized, Required Minimum Distributions, Retirement, RMD, Tax withholding, Taxes in Retirment

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