Tax Planning for Income

1. Postpone your income to minimize your current income tax liability By deferring (postponing) income to a later year, you may be able to minimize

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Revisiting the 4% Rule

New research suggests that retirees could make larger initial withdrawals, particularly in a low-inflation environment. Saving for retirement is not easy, but using your retirement

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Taxation of Investments

It’s nice to own stocks, bonds, and other investments. Nice, that is, until it’s time to fill out your federal income tax return. At that

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A Savings Carol

A Little Holiday Jingle IMPORTANT DISCLOSURES Dightman Capital does not provide tax or legal recommendations. The information presented here is not specific to any individual’s personal circumstances.

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2020 Year End Tax Tips

Here are some things to consider as you weigh potential tax moves between now and the end of the year. 1. Defer income to next

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Fed Forecast: Low Rates Ahead

Two Important Fed Policy Shifts. What you need to know. IMPORTANT DISCLOSURES Dightman Capital does not provide tax or legal recommendations. The information presented here is not

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2020 Key Numbers – Investment Planning

Tax rates on long-term capital gains and dividends, additional Medicare contribution tax on unearned income. IMPORTANT DISCLOSURES Dightman Capital does not provide tax or legal recommendations. The

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2020 Key Numbers – Retirement Planning

Elective deferral limits, IRA contribution limits, additional “catch-up” limits, traditional deductible IRA and Roth IRA compensation limits, and more. IMPORTANT DISCLOSURES Dightman Capital does not provide tax

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2020 Key Numbers – Government Benefits

Social Security, Medicare, and Medicaid. IMPORTANT DISCLOSURES Dightman Capital does not provide tax or legal recommendations. The information presented here is not specific to any individual’s personal

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2020 Key Numbers – Estate Planning

Annual gift tax exclusion, estate tax applicable exclusion amount, gift tax applicable exclusion amount, GSTT exemption, and more. IMPORTANT DISCLOSURES Dightman Capital does not provide tax or

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2020 Key Numbers – Protection Planning

Eligible long-term care premium deduction limits, Archer Medical Savings Accounts, and Health Savings Accounts (HSAs). IMPORTANT DISCLOSURES Dightman Capital does not provide tax or legal recommendations. The

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2020 Key Numbers – Education Planning

Coverdell education savings account limits, education loan interest deduction limits, American Opportunity and Lifetime Learning Credits, and more. IMPORTANT DISCLOSURES Dightman Capital does not provide tax or

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A second opinion might change your financial future.

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