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The Roth IRA Is Taking Your Medicine

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Tax Planning by Scott Dougan

Taxes, taxes, taxes. When we celebrate Independence Day each year, it’s easy to focus on the fireworks and forget that much of our dispute was over taxes. After all, wasn’t that part of the deal when we declared to the British that we wanted to see other people? That ‘taxation without representation’ thing, right? Well, in the hundreds of years …

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Report: Helpful Information for Filing 2019 Income Taxes

In Special Reports, Special Reports: Kansas City Office, Special Reports: Salt Lake City Office, Tax Planning by Scott Dougan

Helpful Information for Filing 2018 Income Taxes and Proactive Tax Planning for 2019 Tax planning should always be a key focus when reviewing your personal financial situation. One of our goals as financial professionals is to highlight tax savings opportunities and strategies so that you pay only your fair share of taxes and no more. This special report reviews some …

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Report: Welcome to 2019

In Special Reports, Special Reports: Kansas City Office, Tax Planning by Scott Dougan

We hope that you and your family had an enjoyable holiday season. Each New Year symbolically offers us the opportunity for a fresh start. As always, our primary goal this year is to continue our tradition of helping individuals and families achieve their personal financial goals. To assist our clients in this process, we provide the 2019 CHECKLIST in this …

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Report: Welcome to 2019

In Special Reports, Special Reports: Salt Lake City Office, Tax Planning by Scott Dougan

We hope that you and your family had an enjoyable holiday season. Each New Year symbolically offers us the opportunity for a fresh start. As always, our primary goal this year is to continue our tradition of helping individuals and families achieve their personal financial goals. To assist our clients in this process, we provide the 2019 CHECKLIST in this …

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Back to the Basics Social Security Planning 101

In Articles, Articles: Kansas City Office, Back to the Basics, Tax Planning, Winter 2019 by Scott Dougan

Just a Few Drops Into the Ocean One of the core building blocks of a retirement income plan is Social Security. Earned over decades of working and paying taxes into the system, Social Security recipients have turned the corner and are now extracting income from this unique asset. But what’s so surprising is how nonchalant many retirees are about this …

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Report: Year End Tax Moves for 2018

In Special Reports, Special Reports: Kansas City Office, Special Reports: Salt Lake City Office, Tax Planning by Scott Dougan

YEAR END TAX MOVES for 2018 One of our main goals as holistic financial advisors is to help our clients recognize tax reduction opportunities within their investment portfolios and overall financial planning strategies. Staying current on the ever-changing tax environment is a key component necessary to help our clients benefit from potential tax reduction strategies. On December 22, 2017, President …