Paying taxes, is still something many investors overlook when making plans for their retirement portfolios. Without the right tax planning, your real returns could take a bigger hit than you originally planned.

How to Keep More of Your Money With Tax Efficient Investing

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Updated and expanded for 2015. In 2015, the name of the tax changes game is the Affordable Care Act, or Obamacare. This is the second year citizens will be penalized for not having health insurance. Along with this comes a new tax credit — the Premium Tax Credit — for purchasing qualifying health insurance through […]

3 Popular Tax Software Programs for Investors

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It’s the beginning of a new year and that means it’s not only time for creating financial resolutions, but figuring out your tax situation for the year. But what’s the best tax software program for investors? While this topic may be somewhat subjective, there are three tax software packages that consistently show up among the […]

What Are the Tax Benefits to Opening an IRA Account?

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One of greatest advantages to saving for retirement is the tax benefits you get when investing in an IRA or other approved retirement account. Most people know there are tax benefits to opening an IRA account, but few understand how many benefits there are, and how powerful they can be in the cause of saving […]

2015 Retirement Plan Contribution Limits (Updated)


As is the case every year, the New Year brings a host of changes for retirement plan contributions in 2015. Virtually all retirement plans, like employer sponsored plans and self-employed plans, will be affected. With inflation being on the low end of the scale, the changes in contribution and income limits will be only moderate […]

Investment and Tax Mistakes That Can Cost Thousands – An Interview with David Richmond

Richmond Brothers

We all make mistakes. Sometimes, these mistakes are small, so it’s easier to recover from them and move on, determined to avoid the same mistakes in the future. Other mistakes can be costly and harder to recover from. When you invest, it’s important to avoid some of the big tax mistakes that can add up […]