This month, my newsletter explores the following topics:
- Three strategies for reducing tax risks in retirement
- When do living trusts make sense?
- How long to keep tax documents
- The most profitable improvement a homeowner can make
Events in the world and the U.S. economy are leading many people to revisit their financial situation. Please contact me if you would like to discuss your finances.
3 Strategies For Reducing Tax Risks In Retirement
Don’t let taxes surprise you during retirement. The funds you’ve saved for your post-work life may be taxed, too, unless you carefully plan.
When Do Living Trusts Make Sense?
A trust can solve a lot of problems. But like all tools, it can also be misused. There are plenty of opportunities to make costly mistakes, particularly when transferring your assets to a trust.
How Long Do You Need To Keep Tax Documents?
Come tax time, money expert Clark Howard says he always gets questions about how long you should keep tax-related documents. This article discusses how long to keep your tax documents and why, according to Clark.
This Is The Most Profitable Home Improvement—Can You Guess What It Is?
The most profitable improvement homeowners can make to boost their resale value isn’t as sexy as a kitchen with marble counters and stainless-steel appliances or as fun as a backyard pool or hot tub. Instead, the work that pays off the most is far less exciting.
Michael M. Silverman is a Financial Representative of The Guardian Life Insurance Company of America, New York, NY. Strategies for Wealth is not an affiliate or subsidiary of Guardian.
Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.
2022-137658 Exp. 5/24