Tax Planning

Financial Considerations for Snowbirding in Retirement

January 23, 2024

In this blog post, we will explore the financial considerations involved in “snowbirding” during retirement. Snowbirding, which involves splitting time between two homes in different locations, offers retirees the opportunity to enjoy the best…
Read More

How Capital Gains Tax Works

January 3, 2023

UPDATED 01/12/2024 In addition to state and federal taxes on income, there may also be taxes on the increase in value when individually owned property, aka a capital asset is sold. This is commonly referred…
Read More

Roth 5 Year Rule

August 16, 2019

What is the Roth 5 Year Rule? In order to harness the full potential of a Roth account you’ll want to have a good grasp of the “5 year rule” so you can plan accordingly….
Read More

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.

Necessary

Always Enabled

Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.

Cookie	Duration	Description
cookielawinfo-checkbox-analytics	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checkbox-functional	11 months	The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checkbox-necessary	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-others	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-performance	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
viewed_cookie_policy	11 months	The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.

Functional

Performance

Analytics

Others