tax planning

Posts from Rodgers & Associates on the subject of tax planning.


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.

5 Steps to a Successful NUA transaction

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Retirees who own their employer’s stock in their 401(k) plan have the potential for huge   

Understanding The Tax Cuts and Jobs Act of 2017

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The Tax Cuts and Jobs Act of 2017 (TCJA) was signed into law by President   

Should You Name Your Estate as Your IRA Beneficiary?

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Why naming your Estate as your IRA Beneficiary may not be a good choice.

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   

12 Tax Law Changes That Could Affect You for 2015

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The 2015 income tax filing season is just getting underway. There were more than 40   

Qualified Charitable Distributions Now Permanent

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President Obama signed into law the Protecting Americans from Tax Hikes (PATH) Act of 2015   

6 Tax Law Changes Worth Knowing This Year

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The 2015 tax filing season is still a few months away. No major tax laws   

Maximize Health Savings Account Tax Benefits

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The IRS announced the inflation-adjusted deduction limitations for annual contributions to health savings accounts (HSA)   

Same-Sex Marriage Ruling Simplifies Some Important Tax and Benefits Issues

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The Supreme Court’s decision to extend the right to marry to same-sex couples no matter   

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