Blog Category: Taxes

Tax Form, Money, and Handcuffs
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 people may file their taxes this year expecting a return, only to find out a scammer received theirs. Tax identity

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Dallas, Texas. If you're looking for investment assistance, we can help.
Taxes

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 taxes.  Investment Management in Dallas  We know firsthand that there’s a lot to consider with investment management, taxes being among

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2022 taxes and calculator
Taxes

End of 2021 Tax Planning: Scenarios That May Impact You

By becoming familiar with certain deductions and rules, you may be able to avoid costly tax-related mistakes. Here’s what you need to know for the end of 2021 tax planning that may impact you:   RMDs are back  Even though RMDs were suspended for 2020 under the CARES ACT, RMDs are

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China
Retirement Planning

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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Investing
Estate Planning

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
Taxes

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
Taxes

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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Woman smiling sitting at desk with laptop
Investing

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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Older man on smartphone
Taxes

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
Taxes

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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