Document Insurance Coverage Retirement Taxes 
Ballast Advisors
JUNE 18, 2024
Join us as we delve into the tax strategy, legal documentation, and insurance coverage considerations needed to successfully balance the ownership of multiple residences for snowbirds. When it comes to tax considerations for snowbirds, there are several factors to keep in mind.
Carson Wealth
APRIL 25, 2024
Retirement planning: Calculate retirement needs and contribute regularly to retirement accounts. Insurance coverage: Evaluate insurance needs for health, life, disability, long-term care and property, ensuring adequate coverage. What Could Happen if You Don’t Have a Financial Plan?
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MainStreet Financial Planning
JUNE 13, 2023
Update your life and disability insurance. Now more than ever you want to have appropriate life and disability insurance coverage, so if something unexpected happens your family will be OK. Take advantage of tax breaks. Be sure to take advantage of child and dependent care tax credits when filing your taxes.
Walkner Condon Financial Advisors
NOVEMBER 11, 2022
As we look forward to 2023, the IRS recently announced that the contribution limits for employer-sponsored retirement plans are going up. You may want to review your contribution amounts and adjust for January payrolls if your goal is to maximize funding your retirement plan contributions. . TAX AND ESTATE PLANNING.
Walkner Condon Financial Advisors
JUNE 27, 2023
Severance pay is taxable and will be included on your W-2 for tax purposes. Expect federal and state taxes to be withheld. Review the documentation to understand what you might owe back to the employer. Health insurance. Unemployment insurance. Unemployment Insurance is there for you for times like this!
Walkner Condon Financial Advisors
JUNE 27, 2023
Severance pay is taxable and will be included on your W-2 for tax purposes. Expect federal and state taxes to be withheld. Review the documentation to understand what you might owe back to the employer. Health insurance. Unemployment insurance. Unemployment Insurance is there for you for times like this!
Cordant Wealth Partners
DECEMBER 2, 2022
It’s important to note, severance payouts are taxed, and taxed as ordinary income in the year of payout. So, if you separate from the company near the end of the year, earning both a full year of salary plus severance payouts, you could be pushed into a higher tax bracket. Tax planning for a transition out of Intel is critical.
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