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.
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.
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.
by Castlepoint Wealth Advisors | Mar 26, 2019 | General Tax Content, In The News, Tax & Estate Planning
https://newsok.com/article/5626852/tax-exclusions-apply-to-retirement-college-saving-accounts-and-more
by Castlepoint Wealth Advisors | Apr 11, 2017 | General Tax Content, In The News, Retirement Savings & Income, Tax & Estate Planning
http://www.oklahoman.com/article/5544997?access=f7edf77cd060b332531e4677150feea9&utm_medium=social&utm_source=twitter_theoklahoman
