The Smith Anglin Blog

Category: Tax Planning

The cost of income tax is a crucial part of overall wealth management and our team at Smith Anglin works diligently to mitigate or lesson the tax cost of both retirement and investment income. We have a dedicated team of CPAs that work alongside our wealth advisors to make sure you are not only meeting […]

It may be true that nothing is certain except death and taxes, but at least one of those predicaments can be mitigated. Proper tax planning may reduce investment taxes as much as 40%, a savings that could open the door to financial independence. Unfortunately, that crucial aspect of overall wealth management is often overlooked, especially […]

Lawmakers in Washington, particularly those aligned with the Republican Party, like to talk about tax cuts. Which is why you might be hearing more birds and crickets chirping than usual around Capitol Hill. Because, with all this federal debt piling up, it’ll be a long time before another bill like the Tax Cuts and Jobs […]

If you’re like most of us, you haven’t thought too deeply about your retirement savings for some number of years.  You might have made a selection on your W-4 form the day you were on-boarded and haven’t given it a whole lot of attention since. You get your periodic statement from your retirement plan, and, as […]

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