Taxes

Are You Prepared for an Estate Tax Sunset?

Are You Prepared for an Estate Tax Sunset?

Rebecca Mack2022-09-16T15:56:00+00:00September 19th, 2022|Estate Planning, Tax Strategies, Taxes|

The federal estate tax threshold rose to $24.12 million in 2022 for married couples and $12.06 million for individuals, as part of the Tax Cuts and Jobs Act (TCJA). Like several TCJA provisions, the higher estate tax

What’s My 2022 Tax Bracket?

What’s My 2022 Tax Bracket?

Rebecca Mack2022-05-23T14:28:04+00:00May 23rd, 2022|Financial Planning, Tax Strategies, Taxes|

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal

Tax Efficiency in Retirement

Tax Efficiency in Retirement

Rebecca Mack2021-09-07T02:23:08+00:00September 7th, 2021|Taxes|

Will you pay higher taxes in retirement? It’s possible. But that will largely depend on how you generate income. Will it be from working? Will it be from retirement plans? And if it does come from retirement plans,

Filing Final Tax Returns for the Deceased

Filing Final Tax Returns for the Deceased

Rebecca Mack2021-04-16T19:49:53+00:00April 16th, 2021|Taxes|

When a family member passes away, there are many decisions that need to be made and many emotions to handle. The last thing anyone thinks about is taxes. Unfortunately, even the deceased can’t escape taxation. If the

Sign Up For Our E-newsletter

INVERNESS:

1605 Colonial Parkway
Inverness, IL 60067

Phone: (847) 907-9600

DOWNERS GROVE:

2001 Butterfield Rd. Suite 160,
Downers Grove, IL 60515

Phone: (630) 963-9220

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Securities offered through LPL Financial, Member FINRA/ SIPC. Investment advice offered through Wealth Management Group, a registered investment advisor and separate entity from LPL Financial.

Disclosure: The information, suggestions, and recommendations included in this material is for informational purposes only and cannot be relied upon for any financial, legal, tax, accounting, or insurance purposes. Wealth Management Group will not be held responsible for any detrimental reliance you place on this information. It is agreed that use of this information shall be on an “as is” basis and entirely at your own risk.