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How to Avoid Taxes on RMDs in 2026: 7 Proven Strategies
How to Avoid Taxes on RMDs in 2026: 7 Proven Strategies Required minimum distributions (RMDs) have a way of arriving at the worst possible time. You’ve spent decades building a retirement account, and then the IRS requires you to pull money out whether you need it or not, adding it straight to your taxable income…
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Tax Planning Strategies to Consider Implementing This Year
Taxes affect nearly every part of your financial life. Yet many people only think about them when filing season arrives. By then, most choices are already locked in. That’s why taking action earlier in the year can make a meaningful difference. Thoughtful tax planning strategies can help individuals and business owners keep more of what…
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3 RMD Tax Strategies to Protect Your Retirement Savings
3 Ways to Reduce Taxes on RMDs in Retirement As you approach retirement, Required Minimum Distributions (RMDs) can become a major tax concern. If you’ve saved diligently in pre-tax retirement accounts—like a 401(k), 403(b), or traditional IRA—these forced withdrawals can push you into a higher tax bracket, increase taxes on your Social Security benefits, and…
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Simplifying Tax Payments: A Step-by-Step Guide
Navigating the complex world of taxes can be challenging for many individuals and businesses. With numerous forms, deadlines, and ever-changing regulations, making tax payments to the state or federal government used to be a perplexing task. Taxpayers had to fill out lengthy paper forms and then write out checks, which could be prone to errors…
Brendon Handy, CFP®, ChFC®, EA
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