Cash Flow Planning for Life - Helping you reach your personal & professional financial goals.

Cash Flow Planning for Life

Helping you reach your personal & professional financial goals.

Archive for December, 2013

Tax and investment planning has always been an important part of any individuals financial future, however as the two calculations below show it has become more important and costly to ignore or “I will do it next year”.

 Capital Gains Tax Rate

This is the fifth installment of 2013 and Beyond Tax Planning
which can also be downloaded from our eBook library.
The ordinary income tax rate and LT capital gains tax rate have risen significantly in 2013. Having a conversation regarding your overall financial plan with your tax and investment advisor more than once a year can save tax dollars in the end an increase overall cash flow for your financial plan.

If you only come away with one thing after reading this eBook, understand spreading of income and expenses is the new method for financial planning (tax and investment). My suggestion would be…

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Have you determined what tax planning opportunities are available for you to put in place? Are you familiar with the tax changes, Medicare Surtax, and Net Investment Income updates? If not, here’s your chance to review some of them.

Net Investment Income

This is the fourth installment of 2013 and Beyond Tax Planning
which can also be downloaded from our eBook library.

Provisions and Tax Changes that were set to expire on December 31, 2012

Changes that have been extended:

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