Tax Planning

Click here to watch the video version of this article As we do retirement planning for high-income professionals, one of the biggest problems we see is a heavy concentration of savings in tax-deferred retirement accounts, specifically,…
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Uncertainty in regard to the movement of bond prices has been a topic of debate ever since 2008, when in response to the great recession, interest rates were lowered to unprecedented levels in order to…
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With premiums and deductibles on health insurance policies rising in tandem, the growth of Health Savings Accounts (HSA) has exploded over the past few years. Health Savings Accounts were created in 2003 as a way…
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2017 proved to be a great year for not only the U.S. stock markets, but international markets as well.  The S&P 500 Index, which represents the 500 largest publicly traded companies in the United States…
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Medicus Wealth Planning announces the addition of Jim Zeberlein as a Registered Investment Advisor to our ranks. Jim, currently the Owner & Managing Director of Z Financial Planning, LLC in Salt Lake City, will be…
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President Trump built a large part of his campaign on promises to overhaul and simplify the current tax code.  If successful it would be the most significant rewriting of the federal tax code since Ronald…
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If you’re thinking about starting a college education fund to help pay for a child’s, grandchild’s, or somebody else’s college education you have quite a few options to choose from. However, two of the most…
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Rule-of-Thumb Regarding Pre-Tax and Roth Retirement Accounts The common rule-of-thumb regarding pre-tax retirement accounts (Traditional IRA & 401k) and Roth retirement accounts is if you are in a higher tax bracket today than you will…
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Last Thursday Equifax, one of the three major credit reporting agencies in the United States, announced that due to a security breach, roughly 143 million American’s sensitive information had been stolen. The sensitive information that…
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The ability to depreciate a rental property is one of the many attractive benefits of owning rental real estate.  The depreciation deduction reduces the rental income subject to taxation which increases the after-tax rate of…
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