tax efficiency


This Method Can Lower Taxes for Upper Income Taxpayers

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Taxpayers in the highest tax bracket should take a long-term view of tax planning. This method can help lower long-term tax liabilities.

The New Tax Law May Change How You Give to Charity

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Anyone who has an IRA and will be at least age 70½ in 2018 will   

RMD Decision Time: What Baby Boomers Need To Know Now

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Avoid paying more in tax by knowing a few basic rules for RMDs.

How You’re Saving For Retirement Is More Important Than Ever – Here’s Why.

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The IRS Statistics of Income (SOI) program recently released data on taxpayers who hold IRAs   

You Could Gain Tax Benefits by Coordinating Investments With Accounts

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Do not sacrifice efficiency for simplicity.

Don’t Overlook the Importance of Tax Efficiency

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Tax efficiency is another important key to assuring you don’t outlive your money.

Pay Taxes Once, Instead of Four Times, Using Your IRA's Required Minimum Distribution

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Eliminate quarterly tax estimates and simplify your tax payments in the process.

9 Ways to Beat the Medicare Surtax – Part 2

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The year 2013 brought new taxes for upper income taxpayers as well as a return   

3 Tax Planning Tips for 2013

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Be careful with these.

Is The 3.8% Investment Tax for High-Incomes Here to Stay?

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Here’s what you need to know.

You’ve worked hard to save for retirement. How can you turn your wealth into an income that’s designed to last your lifetime?

Now that retirement is a reality, or will be soon, you probably have questions. Here on our website, you can find generalized advice, but don’t you deserve advice tailored just to you?

Clint Krushinsky is here to help you get answers. Simply call him at 717-560-3800 or 1-888-876-3437. He’ll answer your questions and help you get to know us. If we are a potential fit for each other, Clint can arrange for up to two hours of initial consultation with no cost or obligation and no sales pitch.

2025 Lititz Pike, Lancaster, PA 17601
Phone: 717-560-3800, Toll-Free: 888-876-3437