The end of the year is quickly approaching and that means the clock for making many 2026 tax decisions is running out. Follow our points below and consult with your tax preparer to take advantage of the items that make… Read More
This article covers the major Medicare options, the differences between Original Medicare and Medicare Advantage (Part C), who each option tends to fit best, and what you can expect to pay. Whether you are turning 65 soon, already enrolled, or… Read More
If you are over 50 and regularly contribute to a retirement plan, you may already be aware that your contribution limit is higher than those under 50 thanks to a provision for “catch-up” contributions. This enables those in their highest-earning… Read More
Passing wealth to the next generation used to be dominated by one question: how do we minimize exposure to the 40% federal estate tax? For most families, that question has largely gone away. The bigger questions now are about control,… Read More
If you are taking Required Minimum Distributions (RMDs) and donate money to charity, there is a simple strategy you can employ to save on taxes and other costs. By making Qualified Charitable Distributions (QCDs) from a qualifying IRA, you may… Read More
Read our Estate Planning Overview here if you are just getting started: https://www.amminvest.com/estate-planning-overview/You’ve visited an attorney, got all of your documents drawn up, you have your big binder filled with everything important, now what?Creating an estate plan summary – a… Read More
A New “Senior Bonus” Deduction Beginning with 2025 ReturnsBeginning with 2025 tax returns, there is a new additional deduction for taxpayers age 65 and older. This “Senior Bonus” deduction is up to $6,000 per eligible taxpayer age 65+ ($12,000 if… Read More
Retiring before age 60 is a goal many people work toward — and with the right planning, it can absolutely be achievable. But early retirement comes with financial and tax challenges that don’t always show up in basic retirement calculators…. Read More
The twin goals of portfolio growth and income generation are central to achieving one’s investment objectives. Our clients want to understand how their portfolio performance will translate into the lifestyle they want in retirement and the legacy they hope to… Read More
We spend hours searching for flight deals or plan our shopping around Black Friday to save a few hundred dollars. But one focused hour on your finances could potentially uncover thousands in savings, reduce hidden risks, and sharpen your retirement… Read More
The end of the year is quickly approaching and that means the clock for making many 2026 tax decisions is running out. Follow our