Year-end tax strategies for 2012 are complicated due to the ongoing uncertainty around the “fiscal cliff.” However, one fact is definite: An effective tax plan is specific to a taxpayer’s individual situation. Without the extension of the Bush tax cuts, one can be sure that tax rates will increase in 2013. Being armed with knowledge is the best defense in the present environment of uncertainty, and year-end tax planning need not be one’s worst nightmare.
Tag Archives | taxes
It is important to monitor developments in Washington to make sure you understand how tax legislation could affect your situation. When reviewing the impact of taxes on your investments, it is important to understand that many items currently in the federal tax code are scheduled to expire after December 31, 2012. Although future actions [...]
As you move through the various stages of the new retirement, perhaps working at times and resting at others, your plan may require adjustments along the way. Retirement used to conjure up images of lazy days spent in a rocking chair. Today’s retirement is very different. You might plan to open a business of your [...]
About PPS Advisors
The PPS Advisors Team is led by Larry Passaretti, Managing Director. Larry has over 25 years of financial investment planning experience.
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