MoneyDo: Understand Your Tax Withholding

MoneyDo: Understand Your Tax Withholding. Now more than ever, it seems we have way too many things begging for our attention. There’s that little red circle on your phone. TV Stations have crawls of information for you to read while announcers read even more...

DYADT: Does Your Advisor Consider Long-Term Tax Consequences?

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...

Tax Tip From Our Tax Planners: How To Report A QCD On Your Tax Form

1099-R’s have been issued and you likely have started to receive them in the mail. We wanted to provide clarification on how custodians report QCD’s (qualified charitable distributions).  Custodians do not report the QCD on the 1099-R. The form 1099-R reports the...

2018 Tax Prep Checklist – 2019 Tax Reference Guide

2018 Tax Prep Checklist Download Checklist 2019 Tax Reference Guide Download Guide Advisory Services offered through Annex Wealth Management®, LLC. Securities offered through H. Beck, Inc Member FINRA & SIPC. Annex Wealth Management®, LLC and H. Beck, Inc are...