Category: Tax Planning

Tax-Advantaged Accounts for Retirees

Tax-Advantaged Accounts for Retirees

The right investment advice is critical, especially for retirees. As part of that, tax planning is highly valuable to ensure you’re getting the most out of every dollar you’ve worked so hard to earn and save. A key component of tax planning is proper asset management—identifying which strategies to implement across your entire portfolio. While asset allocation may drive returns, […]
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How Much Do The Rich Pay In Taxes?

How Much Do The Rich Pay In Taxes?

According to a White House analysis from 2010 to 2018, 400 of the wealthiest families in the U.S. paid an average of 8.2% on their federal individual income taxes. The average effective tax rate was $1.8 trillion of income over nine years. The same research also revealed that 25 of the wealthiest citizens paid an effective federal tax rate of […]
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