Our Tax Planning team will sometimes encounter folks whose goal is to pay no taxes. While that strategy may have near-term rewards, sometimes it’s important to consider your long-term and retirement goals.
Would it help your future to shoulder a bit of the burden now to lighten the tax load down the road? It’s a common question our tax planning team asks when building your financial plan. Often, the best planning occurs when you consider where you are and your long-term goals.
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Comments based on information available as of 5:15 am CT on 5/15/2026 Growth: Something’s Got to Give Retail sales rose +0.5% in April, but...