Accountants often deal with clients who receive sizeable tax refunds. This influx of cash can have a positive impact on advancing their financial goals if utilized appropriately. Here are some key strategies to consider: Emergency Funds and Savings Encourage clients to allocate part of their refund towards their emergency fund, which can cover at least […]
IRA
Holding stocks in retirement accounts
A major component of a successful retirement portfolio stocks. To build a nest egg large enough to fund your life in retirement, which could last 30 years or more, you will need the growth that stocks provide. Investing in stocks is a tricky proposition though. In spite of the volatility in the markets, […]
Tax Implications of retiring abroad
Retiring abroad while retaining your US citizenship may seem like a dream. Without careful planning and help from international tax advisors, unexpected foreign taxes can put a sizeable dent in your retirement income. While foreign taxes will always be complicated, tax advisors can help retirees navigate the critical issues. There is something undeniably […]
