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Tag Archive: retirement planning tax advice

Tax Tips for Retirement Investments

Tax Tips for Retirement Investments

With the April 17th federal income tax filing deadline fast approaching, it is important that we put some thought into minimizing our tax bills through effective retirement planning. Jean Setzfand recently submitted an article in which a nationally known expert, Jordan Amin, offers guidance on what he believes are the three most important tax issues to think about concerning your retirement investments. He highlights the importance of always take advantage of 401(k) or 403(b) plans with matching contributions, to diversify investment types, and to strategically...

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