What You Should Know About CTC and EIP Letters
Have you received these letters in the mail from the IRS? Here’s what they mean for your 2021 tax return.
Tax Planning
5 Strategies to Make Tax Efficient Withdrawals in Retirement
Find out 5 of the best strategies to maximize tax efficient withdrawals during retirement without penalty. Read our guide so you can start saving money today!
Are Backdoor and Mega-Backdoor Roth IRA Conversions on the Chopping Block?
Changes and limitations may be coming to Roth IRA and Mega-Backdoor Roth IRA conversions.
What is the SALT Deduction?
California residents can take a SALT deduction, but what is it?
Understanding Taxes and Stock Gains
Understand how stocks can impact your tax returns for this year with help from the team at Chatterton and Associates. Reach out for tax planning help today!
3 Effective Tax Strategies for Investors
Don’t overlook the tax implications of your investments. Read here to discover 3 effective tax strategies to help maximize your tax savings.
8 Birthdays that Can Impact Your Tax Returns
If you are age 50 or older, you may see a change in your tax returns. Discover the 8 tax birthdays that can impact your contributions or distributions.
Annuity Taxation: Why Annuities Are Bad for Taxes
Are you confident that your tax preparer is providing you with tax projections that are right for you and your family? Read why annuities are bad for taxes.
Tax Management Tip: Don’t Ignore Capital Gain Distributions
Capital gain distributions are making a comeback, but not all investment managers are prepared for its return come tax season. Read more here.
