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What’s next?
Have you uploaded your 2023 tax return to your vault in Right Capital yet? If not, you can click the button below to knock that out before we meet!
Once you log in, click the file icon on the top right to securely upload your return to us!
Why do we need your return before the meeting? We’ll analyze your previous year’s tax return to see summarize your current tax situation for you, look out for future tax break opportunities or other tax issues we might want to watch out for!
What does this additional tax service cost? This service is included in your financial planning fee you already pay.
My CPA already does that. Great. We work along side a lot of our client’s CPAs. We are not out to get them in trouble or do their job for them (WE ARE NOT TAX PROFESSIONALS), but we are there to look for opportunities that might help you (and make that CPA look good) that they may or may not even be aware of.
More info on Taxes and Retirement from the Aero Advisor Blog
The Top Five Social Security Questions Asked When Clients Approach Retirement
Social Security can be a confusing piece to the retirement puzzle. Below are a few of the most common questions I get asked when clients talk about Social Security. Should I start my (or my spouse's) social security now? There is a number of factors that can go into this answer, including your age, income history, family longevity, current health [...]
Should I do an in-service withdrawal from my 401k?
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Everything Older Workers Need to Know About Retiring
Many workers have been dreaming of retirement since they first entered the workforce. However, once this retirement date draws near, the prospect of giving up your primary source of income may be nerve-wracking, even if you've diligently saved and planned. Below, we discuss a few steps you may wish to take to potentially make this transition easier. Draft a [...]
Tax Prep Checklist: Everything You Need to Be Ready for Tax Season
Regardless of whether you prepare your taxes yourself or use a professional's services, it's a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we've listed some key information you need when preparing this year's taxes. Your Personal Information The personal information you may need to file taxes may [...]
Do I need long term care insurance?
Many Lockheed employees might be looking for ways to protect their nest egg once they move into that "work optional" period of life many call retirement. One of the biggest issues that can put a strain on a retirement income plan is long-term care (LTC) expenses. But many still ask themselves "Do I need long-term care insurance?" What is considered [...]