Tax Minimization Resources

Resources related to minimizing taxes now and in the future, reducing tax exposure, and tax planning.

  • Develop a Tax Sanctuary - The Two Pocket Exchange Strategy

    Ty A. Bernicke CFP® | Posted:

    One frequent and costly tax mistake our firm witnesses can easily be avoided by repositioning an investor’s assets. This means shifting your retirement savings from tax-inefficient investments to tax-efficient investments. At our firm, we call this technique “The Two Pocket Exchange Strategy” as it

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  • Headwinds Facing America's Wealthy - Strategies for a Changing Economic Landscape

    Ty A. Bernicke CFP® | Posted:

    Many believe that the ability to preserve wealth will be increasingly difficult in the future. These concerns stem from challenges facing the United States, including National Debt, Changing Public Opinions, Changing Demographics. Understanding the headwinds created by these challenges is critical.

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  • New Tax Laws Open Doors for Pre-Retirees

    Ty A. Bernicke CFP® | Posted:

    These strategies have become more appealing to those who will be recognizing tax decreases as a result of the new tax legislation.

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  • Three Tax Buckets

    Ty A. Bernicke CFP® | Posted:

    Imagine you had to fit all of your investments into one of three buckets: The Non-Qualified bucket; the Tax-Deferred bucket; or the Tax-Free bucket.

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