The Planned Solutions, Inc. Blog is your one stop shop for all your financial planning advice and news to keep you up to date with your financial goals. If you would like to subscribe to our email newsletter which includes blog posts plus extra announcements, please email Katie@plannedsolutions.com.
Monday, June 6, 2022
Charitable Remainder Trusts can be a valuable tax planning tool for individuals who own appreciated assets outside of a retirement plan and have a desire to donate funds to charity after their passing.
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Thursday, June 2, 2022
There are several options for account holders when 529 plan funds are leftover after higher education expenses have been met.
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Tuesday, April 26, 2022
There are certain circumstances where an individual may end up having a tax basis in their IRA. It is very important to maintain accurate records of this tax basis to determine the amount of any future IRA distributions.
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Friday, April 22, 2022
The stock market has taken a hit to start 2022. However, not all areas of the market have suffered equally as the investment themes continue to show signs of shifting.
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Tuesday, February 1, 2022
Taxpayers who received the Advanced Child Tax Credit during 2021 will be required to reconcile, or true-up, their payments with the IRS when they file their tax returns.
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