By Lauren Hunt, Moneta Advisor With year-end quickly approaching, taxpayers still have a few months left to plan ahead with strategies that could provide meaningful tax savings. Increase your 401(k) contributions For the 2021 tax…
By Ryan Martin and Lauren Hunt Substantially Equal Periodic Payment Plans… that is a “mouthful” of a strategy, but the details of such planning don’t have to be complicated. Tax-deferred accounts such as IRAs provide…
By Lauren Hunt, Moneta Advisor If you have a 401(k) plan, you are familiar with the benefits afforded by these popular retirement accounts. They are a great way to set aside earnings into investments that…