Small Tax Moves, Big Medicare Savings
If your income falls within certain brackets, you can potentially save thousands on annual Medicare costs by keeping an eye on your adjusted gross income. Here’s how.
Doug Post, CFP®
Lead Advisor, Partner
Doug knows that saving today goes hand in hand with planning for tomorrow—whether it’s insurance, college tuition, or retirement spending. He specializes in tax planning and Roth conversions and has been a featured speaker for the Portland Entrepreneurs’ Organization.
Past Winners Still Don’t Repeat
Most active investment managers don’t achieve their main objective—delivering higher returns than market averages. In fact, roughly 90% of US, international, and emerging market mutual funds underperformed their respective benchmarks over the past 15 years. But that doesn’t stop investors from trying.
Considerations for Selecting a Trustee
A trustee’s duties may require expertise in collecting estate assets, filing tax returns, managing investments and interacting with trust beneficiaries. Determining whom to appoint as trustee is an important decision.