$9,000 of Tax Savings!

Learn Why I Ask For Your Tax Return (tax savings opportunities!) Learn why I ask for your last 2 years of tax returns when you become a Ten Talents client! (Hint: There are tax savings opportunities hanging out in that return.) Recently, through amending the last 2 years of tax returns, a Ten Talents client…

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Colorado’s state income tax laws are changing!

Colorado’s state income tax laws are changing! On June 23, 2021, Governor Jared Polis signed HB21-1311 which will be changing Colorado’s state income tax laws. Are you aware of the changes that affect you? Will these changes affect you? Did you know this bill changes tax rules for things like College 529 account contributions? Did…

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Did you know there’s a 0% tax bracket?

Did you know there’s a 0% tax bracket? You can pay 0% tax rate below certain income thresholds on your long-term capital gains. And you can take advantage of this 0% tax bracket by carefully reviewing your tax planning each year! But these would be gains taken in a brokerage account, NOT a retirement account.…

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Helpful Checklist – Biden Tax Plan!

Are you like me? Does it drive you nuts when companies force you to hand over your email address to obtain a helpful piece of content? Yep, I felt we were kindred spirits on this one. The helpful piece of content in this post is a checklist of issues to consider if you are earning…

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Zig Ziglar quote

The Retirement Account Hiding in Plain Sight

If you’ve been saving towards retirement for any length of time, chances are you’ve heard about IRAs, Roth IRAs, 401(k)s, 403(b)s, and 007(e)(i)(e)(i)(o)s (okay, that last one wasn’t real). All these accounts are great, and you should be using them as best fits your circumstance. But there is one other account that can boost your…

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