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Tax Alert! Are You Paying Too Much or Too Little?

Right now is a great time to evaluate your current tax situation and enact a few changes to improve it before the year ends. The first thing to evaluate is whether the correct amount of taxes is being withheld from your paycheck each month if you’re employed. Second, be mindful …

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Why Invest?

To accumulate wealth, people may choose to invest their money into various types of investments. Investing creates opportunities that otherwise would be difficult to manage due to the consistency of contributing to the investment.  However, investing involves risks including possible loss of principal. Obviously, no investment strategy or risk management …

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Tax Season

Tax Season 2021: What You Need to Know

Due to the CARES Act, filing your 2020 taxes may look a bit different this year. By becoming familiar with certain deductions and rules, you may be able to avoid costly mistakes. Here’s what you need to know for this year’s unique tax season:  RMDs Require Special Attention. Even though …

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Tax time

How to Start Tax Planning

It’s that time of year. Tax season. But this time, you don’t have to let taxes scare you. By utilizing some of our recommended tax planning strategies you can head into this tax season confident and organized. Create a Filing System. If you don’t already have a filing system, now …

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3 Tips For Selecting The Wealth Management Firm For You

Picking the right wealth management firm is one of the best investments you can make for your financial future. But, how do you decide which is the best wealth management firm for you? What questions do you need to ask to make an educated decision? Trajan Wealth believes in financial …

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What Are the Tax Advantages of Life Insurance?

Good tax planning will help you reduce your taxes when you’re alive, and when it comes to leaving money to your beneficiary. If you’re wondering: is life insurance taxable? The answer is “not necessarily.” The amount given to the policy’s beneficiary is typically paid out without taking out income tax …

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Tax Planning

Tax Planning 2021 and Beyond

New Administration, New Taxes? With a new president and administration, now is a great time to meet with a Trajan Wealth fiduciary advisor to discuss how our new president, Joe Biden, may affect your finances, tax planning, and retirement. Given the balance of the U.S. federal deficit and the federal and state …

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Prepare your Portfolio for Taxes and Inflation

How to Prepare Your Portfolio for Taxes and Inflation

Federal and state governments face sizable budget deficits due to the COVID-19 pandemic and a rocky political climate. With restrictions still in place as the pandemic continues to spread in the U.S., states are coming up short on two valuable revenue sources: income taxes and sales taxes. In addition to …

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Taxes and Inflation

Inflation and Taxes Could Rise. Are You Ready for Retirement?

Are You Ready for Retirement? Americans are starting to see the impact of increasing prices at the supermarket and the start of inflation. Also, clothing at retail stores is depleting as manufacturing has halted, creating demand for products ordinarily accessible. What impact will it have on taxes and inflation? Today’s economic conditions …

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Do Not Put Off Your Retirement

2019 Tax Extensions

COVID-19 has changed the deadline for 2019 tax filings and retirement account contributions to July 15th, 2020. The 2019 tax extensions changed the deadline as a part of the CARES Act (Coronavirus Aid, Relief, and Economic Security Act) stimulus package for tax payors. Additionally, the closure of Social Security offices, …

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