Taxes
5 Ways to Prepare Now for 2024’s Tax Season
2024 is coming up quickly. Here are five smart tax-saving strategies you can implement in your financial planning session.
September 26, 2023
Trajan's Tactical Tips
A blog for everyday financial tips, Trajan news updates, and more
Taxes
New SECURE 2.0 Donor Advised Funds Updates for 2023
Did you know you can reduce your taxes while also giving back to your community? Read what rules apply when using a DAF.
August 28, 2023
Education
Tax Breaks for College Students and Parents
Claiming a tax credit for college can help reduce the cost of education but make sure that you qualify before filing your taxes. Read about the top five tax breaks and their requirements.
July 25, 2023
Taxes
Asset Location Strategies Using Taxable, Tax-Deferred, and Tax-Exempt Accounts
Investors may not fully understand how a strategy called asset location may help improve returns and lower their overall tax bill using these different types of accounts. Here, we outline what you need to know about each account type.
June 29, 2023
Taxes
Tax Savings Moves To Make Before 2022 Ends
It’s not over yet. There’s still time left in 2022 for these five cost-saving maneuvers that can significantly lower your taxable income. Any contributions or distributions that are made this year would go a long way toward saving money when you file your return next year.
December 3, 2022
Taxes
DAFs vs. PFs: Which foundation is appropriate for you?
Charitable giving is an opportunity to use your wealth to benefit others while providing you with tax benefits. If you’re searching for a way to reduce your tax bill and
August 2, 2022
Taxes
Get Organized for Next Year’s Taxes
With April 15th in the rearview, taxes might be the last thing on your mind. But believe it or not, now is the perfect time to reconfigure your organizational system
June 15, 2022
Retirement Planning
5 Mid-Year Financial Review Tips
Halfway through the year is an essential time to examine your financial situation and determine if you need to make any changes to your strategies or increase contributions. A mid-year
May 24, 2022
Taxes
Five Ways to Protect Yourself From Tax Identity Theft
April 18th, 2022, is the deadline to file your 2021 taxes, and experts advise filing early ahead of scammers to ensure you get your return and someone else doesn’t. Many
January 31, 2022
Dallas
Plan for Investment Taxes in Dallas, Texas
Professional financial planning makes a huge difference in your day-to-day life and future plans. At Trajan Wealth, it’s our job to look out for your financial well-being, including your investment
January 31, 2022