Topic: Tax Planning

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

Businessmen looking over a stack of reports and planning how to prepare for the potential impact of the Biden 2023 tax plan.
How the New Tax Plan Could Impact You
 June 2, 2022

School of Financial Wellness

President Biden has outlined his plan for taxes in 2023 including tax increases for corporations and wealthy families.

A chart showing high taxes meant to indicate the article is about the 10 worst states for taxes.
The 10 Worst States for Taxes
 November 5, 2021

School of Financial Wellness

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

The word tax written on wooden blocks meant to represent state taxes.
The 10 Best States for Taxes
 November 3, 2021

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
 December 17, 2016

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.