Tax Planning

5 Tax Planning Actions To Take Before Year-End

Photo by Scott Graham on Unsplash As the year-end approaches, individuals and businesses must engage in thoughtful tax planning. This time is great for adopting tax strategies to save money and build a good financial start for the next year. Effective tax planning goes beyond just reducing tax liabilities; it involves making informed decisions that align with and…

Author
Christopher K. Winn
Nov, 29 2023 · All articles
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Unlocking the Power of IRA: Building Wealth, Securing Your Future

Individual Retirement Accounts (IRAs) are a popular investment vehicle for self-employed individuals or working folks who don’t benefit from employer-sponsored plans. This strategy allows you to start saving for your golden years as early as possible and accumulate enough to foster financial independence when retirement comes.

Author
Christopher K. Winn
Jun, 23 2023 · Fiduciary Financial Planning & Wealth Management
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Social Security Strategies: 15 Easy Tips for Maximizing Your Benefits

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.

Author
Christopher K. Winn
May, 23 2023 · All articles
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Retiring in Oregon: All You Should Know About Oregon State Taxes

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.

Author
Christopher K. Winn
Apr, 24 2023 · Financial Planning
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Oregon 401k Tax Benefits and Advantages: Detailed 2023 Guide

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.

Author
Christopher K. Winn
Apr, 24 2023 · All articles
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The 80/20 Rule of Thumb for Retirement

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.

Author
Christopher K. Winn
Feb, 23 2023 · Financial Planning
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The 4% or the 7% Retirement Rule: Which One is Best for You?

Discover the ins and outs of the 4% and 7% rules for retirement planning and how these strategies can help calculate a safe withdrawal rate and ensure your financial independence throughout your golden years.

Author
Christopher K. Winn
Jan, 23 2023 · Financial Planning
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