tax liability


tax-saving strategies

15 Apr Retirement 103

  It’s never too early to plan for retirement. It may seem obvious, but in retirement your income will usually be less when compared with your working years. That’s why it’s a good strategy to begin saving while you have income. Tax-saving strategies during retirement will...

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donor advised fund

04 Apr A Tax Saving Strategy

  Estate planning is focused on preserving the wealth you have built so that when you pass it on, future generations can benefit. At Phelps LaClair, a second generation estate planning law firm, we are continually looking for ways to save our clients money. One of...

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secure act

01 Jan The SECURE Act

A bill has been passed by both houses of Congress that could impact the tax liability of any retirement funds that you pass on to your heirs. At Phelps LaClair in Chandler, Mesa, Phoenix and Scottsdale, the estate plans we write are designed to maximize...

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