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Remember the IRA Contribution Deadline

by Tony Van Gelder | Mar 25, 2022 | Investing, Retirement, Tax Concepts for Retirement

“Remember that you have until tax time to make IRA contributions for the 2021 tax year! Have you made your contribution yet?”

The RMD Surprise for Retirees

by Tony Van Gelder | Jan 21, 2022 | Retirement, Tax Concepts for Retirement, Weekly Financial Thought

“It’s important to know how Required Minimum Distributions will impact you in Retirement. Read these tips to ensure you are prepared!”

‘Your New 2022 Tax Rates & More’

by Tony Van Gelder | Nov 19, 2021 | Congress, Tax Concepts for Retirement

Blog Your New 2022 Tax Rates & More   The Internal Revenue Service recently announced their annual inflation adjustments for the tax year 2022. Higher recent inflation means that some of these numbers are up by a greater degree compared to recent years. However,...

Avoiding Some Common Retirement Pitfalls

by Tony Van Gelder | Oct 22, 2021 | Investing Goals, Retirement, Tax Concepts for Retirement

Blog “Avoiding Some Common Retirement Pitfalls”   There’s no such thing as one-size-fits-all retirement planning and planning the perfect retirement may be a pipe dream.  For many folks, their view of what retirement will look like tends to change...

How is Social Security Taxed?

by Tony Van Gelder | Jul 30, 2021 | Retirement, Social Security, Tax Concepts for Retirement

Blog “How is Social Security Taxed?”   For some, it’s surprising to learn that social security benefits are taxable.  After all, it’s a system that has taken tax out of your paycheck for so many years, it can be eye opening to learn that the benefits from...

“Tips for Lowering Taxes in Retirement”

by Tony Van Gelder | Jul 16, 2021 | Retirement, Tax Concepts for Retirement, Uncategorized

Blog “Tips for Lowering Taxes in Retirement” So many financial articles talk about the importance of saving for retirement and how much money you should have saved to retire comfortably.  While that is certainly an important topic, considering how these savings will...
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Van Gelder Financial are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, GA, FL, ID, IL, IN, MO, NV, OH, TN, TX, WA, WI. No offers may be made or accepted from any resident outside the specific states referenced.

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