December 2019 - Alpha 1 Tax & Wealth

Monthly Archives: December 2019

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Reminder: Don’t Forget to Take RMDs by December 31st

Tax-advantaged retirement accounts like traditional 401(k)s and IRAs offer many advantages, but some of these don’t last forever. The government eventually reaps the reward of years of tax-free compounded interest by forcing you to withdraw funds from your own retirement accounts and inherited accounts. So if you have a retirement account, be prepared for your [...]

2019-12-09T04:39:27+00:00December 9th, 2019|Financial Planning|

Strategies to Help Reduce Your 2019 Tax Bill

Your holiday season might be full of social plans, shopping, and traveling, but it’s important to take time to make important financial decisions before the end of year. Even though April 15th seems far away, the decisions you make now can potentially affect your 2019 tax situation. There are strategies to help reduce your 2019 [...]

2019-12-02T22:05:29+00:00December 2nd, 2019|Tax Strategies|