Tax & Estate Planning Archives | Castlepoint Wealth Advisors

Optimize Required Minimum Distributions (RMDs) with Qualified Charitable Donations

by Kristen Buchman | Nov 10, 2023 | Financial Planning Basics, Financing Strategies and Debt Management, Kristen Buchman, Tax & Estate Planning, The Point

Do you own an IRA with a small balance remaining? Castlepoint Advisor Kristen Buchman, CFP®, discusses tax-efficient year-end giving strategies using Qualified Charitable Donations when you have Required Minimum Distributions (RMDs) remaining. Learn how you can close out the year with a positive impact!

Is $5 Million Enough to Make You Rich?

by Kendall King | Sep 12, 2023 | Asset Allocation & Portfolio Diversification, Behavioral Finance, Cash Flow Management, Client & Planner Attitudes, Values & Biases, Estate/Legacy, Financial Planning Basics, Financing Strategies and Debt Management, Investment Planning, Kendall's Counsel, Psychology of Financial Planning, Tax & Estate Planning, The Point

Is $5 Million enough to make you rich? In this blog post, Castlepoint CEO Kendall King explains why the answer to that question is different for everyone, and provides some practical ways you can find your “enough” number.

Three Simple Things You Should Know About 2022 Tax Documents

by Ted Creegan | Jan 12, 2023 | Distribution Rules & Taxation, General Tax Content, Retirement Income and Distributions, Tax & Estate Planning, Ted Creegan, The Point

A new year means it’s once again time for new tax documents and the confusion they often bring. In this video, Castlepoint Advisor Ted Creegan, CFP®, walks us through three simple things you need to know about your 2022 tax documents.

There’s Still Time to Boost Your 2021 Tax Refund

by Kendall King | Apr 5, 2022 | General Tax Content, Kendall's Counsel, Tax & Estate Planning, The Point

The deadline for filing 2021 taxes is fast approaching, but there’s still time to boost that refund. From IRAs and SEPs to HSAs and 529s, Castlepoint CEO Kendall King offers up some last-minute tips to help you cash in on 2021.

How to Prepare for Proposed Income Tax Changes

by Kendall King | Nov 2, 2021 | Fundamental & Current Tax Law, Kendall's Counsel, Tax & Estate Planning, The Point

With upcoming income tax changes still unclear, Castlepoint CEO Kendall King offers some smart planning moves you can act upon now while we wait for the final legislation to pass Congress.

Year-End Tax Ideas

by Jake Weatherford | Nov 2, 2021 | General Tax Content, Jake's Take, Tax & Estate Planning, The Point

In this video blog post, Castlepoint CEO Kendall King and Castlepoint Partner/Advisor Jake Weatherford team up to deliver some year-end tax ideas and the strategies they use to save Castlepoint’s clients on their taxes.