Taxes

Tax-Deferred Savings and Tax Rates

by Craig Moser on May 24, 2019

It can be very hard for people to grasp the fact that contributing to a tax-deferred IRA and/or 401k plan isn’t necessarily the best choice. There is a question of national debt, and a strong probability taxes will be higher […]

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Smaller Tax Refunds

by Craig Moser on March 22, 2019

You may have seen people grumbling on social media about smaller tax refunds this year. Major media outlets (NY Times, USA Today, Washington Post, etc.) are reporting the average tax refund check is lower this year.  Many think the tax […]

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Getting Tax Efficient

by Craig Moser on November 30, 2018

I frequently see people losing money to taxes.  Usually it’s because they don’t consider (or understand) the impact different types of investments have on taxes.  The trade-off of getting tax efficient is accepting short-term costs for long-term benefits.  Below are […]

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Paying Uncle Sam When You Retire

by Craig Moser on July 27, 2018

There’s an old saying, “you can pick your friends but you can’t pick your family!”  Even if we could, no one would pick Uncle Sam because he always wants your money; even when you retire.  Have you thought about paying […]

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Taxes and Your Future

by Craig Moser on June 1, 2018

Have you thought about taxes and your future? We all know the government has bills to pay. To do that, they need tax revenue. Generating that tax revenue is debated with two primary choices.  Either ask a smaller percentage of […]

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