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From Our Point of View

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Paying Taxes in Retirement: FAQs

As you approach or enter retirement, you are likely wondering, “Do I have to pay taxes on retirement income?” This is a straightforward question, but the answer is not so clear. The amount of taxes paid on retirement income depends on a number of factors, like the type of income, how much you make, where you take income from, and the income of your spouse if you file taxes jointly.

Taxes Retirees
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Paying Taxes on Investments: FAQs

Taxes? Check! Investments? Check! But how do they work together? Trust us, we get it. Quite often, our clients ask many of the same questions about taxes and investments, and because we’ve answered and served our clients well, we thought we’d highlight and answer some of the most frequently asked questions here.

Investing Taxes
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How Does Real Estate Tax Work?

Real estate tax rates and property values are different from state to state, but every homeowner can get confused or frustrated about the policies. Industry lingo and terms can be hard to unpack, and beyond that, you might have practical questions, like why your family member in a different state pays less taxes for a nicer house.