Archives

Year-End Tax Planning Strategies

Nov 06, 2018
You may be able to reduce your 2018 taxes if you act soon! Several year-end tax minimization strategies for individuals are presented here. Not all strategies may be appropriate for you so please seek…

How to Prepare Financially When Illness or Injury Strikes

Nov 01, 2018
Having the proper insurance, savings, and legal documents in place can help prevent a health crisis from turning into a financial crisis. Line up people to manage your care and finances. Set up a durable…

Happy Halloween from the staff at Copper Leaf Financial

Nov 01, 2018
Our annual Halloween costume contest was very competitive this year and generated some memorable staff images! And the winners are... Best Costume: RyanMost Creative Costume: MegFunniest Costume: Rebecca   Best…

5 Things to Know About the New Estate Tax Exemption

Oct 30, 2018
1. The Tax Cuts and Jobs Act of 2017 doubled the amount you can exempt from the federal estate, gift, and generation-skipping transfer taxes. 2. The new federal exemption amount is $11.8 million. 3.…

The New Tax Law Makes Roth IRAs More Attractive: Part Two

Oct 25, 2018
Converting to a Roth IRA There are no income limits on who can convert their existing retirement savings to a Roth IRA. So even if your income is high, you can transfer savings from a traditional, SEP,…