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Welcome to our Blog

Now that tax season is behind us, we can start planning for this year. Here are some things that you can do:

Put money into a retirement account like a 401K, 403B, SEP, SIMPLE, or Traditional IRA to defer your taxable income until you retire.

Put money away for children or grandchildren into the Oregon College 529 Savings Plan.

In addition, if you are planning on taking out a large distribution from a retirement account, thinking of switching over from a Traditional IRA to a Roth IRA, selling your house or rental, please call us and schedule an appointment to go over the tax ramifications.

Have a great day. We are here to serve our clients year round.


Client Update Newsletter: July 2022

The recent run of inflation is causing many people to rethink how to save and where to spend. In this month’s newsletter, there is a recap of the traditional role of how your bank accounts work together to provide a valued resource to handle your funds. There's also a great article on how to identify and manage against shrinkflation.

Plus there are a couple of timely tax articles including a review of common tax surprises and suggestions on making sure you get the most out of the recently increase standard mileage rates recently announced by the IRS.

Please feel free to forward the information to someone who may be interested in a topic and call with any questions you may have.

Contents

Newsletter Archive

Please note: Some material may be time-sensitive and may no longer apply.
Please contact us with any questions.