Topic: Tax Planning

Articles that discuss optimizing and minimizing taxes with regard to your retirement plan.

The word tax written on wooden blocks meant to represent state taxes.
The 10 Best States for Taxes

School of Financial Wellness

State taxes provide important services but can be a burden for those paying them. Find out which states have the lowest taxes.

Person holding piggy bank with 529 plan written on it with hundred dollar bills in the background.
State Tax Deduction or Credit for Contributions to a 529 Plan

School of Financial Wellness

As we approach year-end, don’t overlook the State tax deduction or credit for contributions to a 529 plan. You may be eligible for a lower Alabama taxes.