Retirement Accounts

Understanding Your Taxes Video

lcasarez
October 9, 2020October 9, 2020
Effective Tax Rate, Marginal Tax Rate, Retirement Accounts, Tax Credit, Tax Deduction, Tax Rates, Tax Video

Hey everyone. I’m going to be starting out. Today’s live workshop on not just the tax planning series, but understanding your test cases specifically today… Read More »Understanding Your Taxes Video

Roth Vs. Traditional Retirement Accounts (Video)

lcasarez
February 12, 2020
Retirement Accounts, Roth, Tax Rates, Traditional

Our partner company, Level Up Financial Planning can help you plan for retirement while maximizing both your short-term and long-term taxes.

Tax Filing Strategies by Tax Planning Services Fort Collins

Last-Minute Tax Filing Strategies (2019 Taxes)

lcasarez
January 26, 2020January 27, 2020
Retirement Accounts, Strategy Guide, Tax Filing

Did you know you can still make strategic decisions that impact your 2019 taxes? Contributions to certain accounts allow special time-bending tax treatment. Power Up your… Read More »Last-Minute Tax Filing Strategies (2019 Taxes)