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  • What is Wealthnest
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    • Michael McGinley
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  • How we help.
    • Retirement Planning
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    • Estate Planning
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Tag Archive

Below you'll find a list of all posts that have been tagged as “taxes”

Keep More of What You Earn: How Effective Financial Planning Helps Reduce Your Tax Burden

Let’s be honest — taxes are one of the few guarantees in life, but overpaying doesn’t have to be. Whether …

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Financial Planningretirement planningRetirement Planning/Life StagesTax Planningtaxes
financial planner chandler arizona

This Risk of Chasing Investment Returns

Understanding the allure of chasing investment returns Chasing high investment returns can be tempting in investment management and financial planning. …

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Budgetingestate planningFinancial Planningretirement planningRetirement Planning/Life StagesTax Planningtaxes
retirement withdrawal tax strategy arizona

Understanding the importance of strategic withdrawal planning.

Retirement planning is a critical aspect of financial planning that requires careful consideration and strategic decision-making. When withdrawing funds during …

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BudgetingFinancial Planningretirement planningRetirement Planning/Life Stagestaxes
financial planning in your 30's

Strategic Financial Planning in Your 30’s: Essential Steps for Long-Term Success

Understanding the importance of strategic financial planning As you enter your 30’s, you must start thinking about strategic financial planning …

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BudgetingESPP ATTACK PLANestate planningFinancial Planninginsuranceretirement planningRetirement Planning/Life StagesTax Planningtaxes
Financial planning Chandler Arizona

Rekindle the Romance

Your 401(k) Offers You Valuable Benefits You Just Can’t Find Anywhere Else In the midst of economic adversity, market volatility, …

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401k401k planningtax planning and financial planningtaxes
gift tax Chandler Arizona

The Lifetime Gift Tax Exemption and Annual Gift Tax Exclusion

There are tax-free limits on what you can gift in a year and during your lifetime. While it may feel …

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gift taxTax Planningtaxes
tax-loss harvesting Chandler AZ

How Tax-Loss Harvesting May Help Lower Your Tax Bill

A volatile year in the financial markets can create opportunities for reducing your taxable income. Many investors use the closing …

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taxtax creditsTax Planningtax-losstax-loss harvestingtaxes
Gifts & Taxes Phoenix Arizona

Gifts & Taxes: What to Know Before You Give

You can be generous with your loved ones during the gift-giving season without running afoul of the rules. One way …

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tax creditsTax Planningtax planning and financial planningtaxestaxes and investments

Options for Your Tax Refund

What should you do with the money? A look at some choices. Each year, about 70% of taxpayers receive a …

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arizona taxestax refundtaxes

A Look at the Gift Tax Exemption

How much can you gift in a year, and a lifetime? Federal tax rules allow you to give away millions …

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ArizonaTax Planningtaxes
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