With the festive holiday season winding down, and a promising new year ahead of us, we at Per Stirling reflect on 2015: a year well spent. Many of our financial advisors began sharing their thoughts and tips on our blog: Ronsey Chawla, MBA unpacked a study by the American Medical Association which examined the financial […]
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This post comes from Per Stirling Partner and Financial Advisor, Kenneth Price, CFP®, CFA®, AEP®, CLU®, ChFC®. The Internal Revenue Service recently announced inflation-adjusted items for 2016. The top tax bracket of 39.6% will begin at taxable income over $466,950 for married individuals filing jointly (over $415,050 for single filing status). The changes between the […]
20152016adjusted gross incomeAGIdeductionsestate planningexclusiongift taxinflationInternal Revenue ServiceIRSlong term carepersonal exemptionspremiumssocial securitytaxtax bracketU.S. citizenWith the April 15th tax filing deadline rapidly approaching – there’s still time to potentially lower your 2014 tax bill. How? By making a full contribution to your traditional IRA. A contribution of $5,500 (or $6,500 if you’re 50+ years old) could give you an income tax deduction for 2014, as long as you make […]
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Today’s post comes from Per Stirling Partner, Ryan Joyce, CFP®, CPA. As we enter peak tax preparation season, it’s important not only to consider your previous year (2014) taxes, but your present year (2015) taxes as well. Remember: your financial advisor may not always have access to your entire tax picture. While reviewing important documents, like your […]
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