Archive for Tax Planning

4 Reasons Why Tax Planning is so Important

4 Reasons Why Tax Planning is so Important

When it comes to advanced tax planning, unfortunately many people either just don’t do it or they wait until the last minute only to find out that there aren’t any options to take advantage of at the point of filing their tax return. By developing an advanced tax plan, you will be able to forecast […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Tax Planning

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Meet Our CPAs

Meet Our CPAs

“In this world, nothing can be said to be certain, except death and taxes.” – Benjamin Franklin Sound tax planning can be the foundation of a successful financial plan and it is this niche that BFG Tax Service fulfills. Our CPAs are well-versed in the minimization of taxes. They know taxes can be controlled, especially […]

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Posted in: Blog, Retirement, Financial Planning, Tax Planning

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IRA New Year’s Resolutions

IRA New Year’s Resolutions

The New Year is here, and you may be thinking about an array of resolutions you have for 2019. This year, we want to encourage you to really pay attention to your IRA (Individual Retirement Account) and leave no stone unturned. Here are some steps you should take to help make sure that everything is […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Tax Planning, IRA, 401(k)

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End of Year Checklist

End of Year Checklist

With the end of the year quickly approaching the last thing you need is another checklist. However, in the midst of preparing for all of the events and activities this holiday season holds, it is just as important to make sure you take some time to review your financial checklist. For example, have you considered […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Tax Planning, 401(k)

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Year-End Tax Planning and QCDs

Year-End Tax Planning and QCDs

You’re thinking, “Oh boy taxes!” right? Well, unfortunately as long as you earn money, have money, and live in the United States, you’re going to pay taxes. There are significant tax planning opportunities around this time of year, every year. The problem is that most people aren’t thinking about taxes right now. They’re thinking about […]

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Posted in: Blog, Retirement, Investment Management, Tax Planning, IRA

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Is a Roth Conversion Right for Me?

Is a Roth Conversion Right for Me?

There is story after story about people who come into a bunch of money. Where problems can arise is when they don’t know what to do with it, they don’t understand the concept of money, and they don’t know how much they can safely spend. Simply put, there is no plan in place other than […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Risk Management, Tax Planning, IRA, 401(k), FAQs

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You Can Save More Money in Your IRA in 2019

You Can Save More Money in Your IRA in 2019

Saving for retirement? Then we’ve got some good news. The IRA contribution limit will increase to $6,000 in 2019, up from $5,500 in 2018. Even better news for some, if you’re over 50 in 2019 you’ll be able to contribute $7,000, as compared to $6,500 in 2018. Why the Limit Increase? The IRA contribution limit […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Tax Planning, IRA, 401(k)

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Questions About Social Security?

Questions About Social Security?

We know Social Security is a complicated system with many rules, regulations, and year-over-year changes. That’s why we regularly bring you articles covering questions that might be top-of-mind for you on claiming your benefits. In fact, just earlier this month the Social Security Administration announced an increase of benefits in 2019. Our main goal is […]

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Posted in: Blog, Retirement, Federal Benefits, Financial Planning, Social Security Planning, Tax Planning

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Taxes in Retirement Get More Complicated, Not Simpler

Taxes in Retirement Get More Complicated, Not Simpler

Most people believe that taxes are just a matter of fact, they are what they are. The reality of taxes in retirement is actually something quite different. In fact, a person may have more control over the taxes they pay in retirement than they do at any other moment in their lifetime. The tax code […]

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Posted in: Blog, Retirement, Financial Planning, Investment Management, Social Security Planning, Tax Planning

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