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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: September 2022

This month's newsletter recaps the details of the revamped electric vehicle tax credit and other energy credits in newly passed legislation.

Also included this month are some tips to review your recurring monthly bills that seem to automatically creep up. And there is a revealing article on a financial landmine that exists for EVERY car owner that has their vehicle deemed a total loss by an insurance company after an accident.

Plus a great set of ideas to protect your Social Security Number from prying eyes!

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.