Tax Planning
Learn 15 simple Social Security strategies to make the best decisions for maximizing your benefits. From spousal benefits to retirement age, get the most out of Social Security.
Discover if Oregon is a tax-friendly state for retirees. Read our overview of the state’s tax policies and decide if retiring in Oregon is the right choice for you.
Learn about the tax benefits of contributing to a 401(k) plan in Oregon, including potential savings on state income taxes and how to maximize your retirement savings.
The 80/20 rule, or the Pareto Principle, is widely used in business and economics. It manifests that 80% of outcomes result from 20% of causes. Read our blog and learn how you can apply it for an early and wealthy retirement.
What Is the 7% rule for withdrawals in retirement and how much can you spend? Is the well-known 4% rule out of date? Read our blog to learn about safe withdrawal rates and how to calculate your optimal WR depending on your age of retirement,
Is 1.5 million a good amount to retire with? And how long will it last? It actually depends on your plans and lifestyle. Here’s a detailed 2023 guide on how to retire with $1.5 million comfortably.
In one of its final actions for calendar year 2015, Congress passed the Consolidated Appropriations Act, 2016, a massive spending bill that will keep the federal government funded for fiscal year 2016. Signed into law on December 18, 2015, the legislation includes the Protecting Americans from Tax Hikes (PATH) Act of 2015 (Division Q of…
With only a few weeks left in 2014, there is still time to cut your tax bill. We’ll review the more traditional strategies along with a few hidden gems specifically for business owners and accredited investors that often get over looked. The basic strategy for year-end planning is to time your recognition of income so…
