919-535-8261

The Complete Cardinal Guide

TO PLANNING FOR AND LIVING IN

RETIREMENT

WE HELP YOU EMBRACE THE 7 WORRIES IN RETIREMENT

THE CARDINAL GUIDE TO:
Strategizing Income Taxes

 Social Security income is partially taxed depending on your other income.

■ Medicare applies a surcharge to high-income beneficiaries.

■ Long-term care insurance has tax benefits.

 IRAs let you postpone income taxes, but you don’t avoid income taxes altogether.

 Investment income is taxed depending on how it is held.

 There are income taxes even in death.

 Long-term care implications of income taxes: Long-term care costs can be a deductible      medical expense that offsets other income.

 Get professional help with your income tax preparation.

 To learn more on why the above statements are true, or if you have any questions, fill out the form below!

What is the Grandparents scam and how do I avoid it?

There are so many scams targeting the elderly, one of the most recent being the grandparents scams. This scam involves being called by someone posing as the grandchild of the victim and requesting money. In 2015, the FTC received over 10,000 family or...

How to Avoid IRS Scams

While the end of tax filing season is near, the end of IRS scams is nowhere in sight. Scams involving people posing as the IRS have been going on for a long time, the Treasury Inspector General for Tax Administration estimates victims have lost over $36.5...

New Tax Bill: Opportunities to Reduce 2017 Taxes

Under the new tax bill, there are many changes that taxpayers will encounter in 2018. Following are some beneficial steps that can be taken in 2017 under the old tax law. Deductions With tax rates decreasing under the new legislation, it could...

Retirement, Travel, and how to stay within your budget

After working for decades, the freedom granted in retirement provides an unparalleled opportunity to see parts of the world you haven’t seen before. It also makes it a breeze to visit friends and family whenever you desire, for as long as you want. While this sounds...

Useful Documents.

Get a free download of the Income Tax chapter from both “The Complete Cardinal Guide to Planning for and Living in Retirement” and the “Workbook”!

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