by Chris Wholehan | Apr 14, 2025 | Tax
Chris Wholehan, President Wholehan Marketing As I write this article we are nearing the end of the typical “Tax Season” for 2025, where most filers will need to have their taxes completed by April 15. As many advisors discussions with their clients may have been...
by Jack Nachtrab | Jan 8, 2025 | Life, Tax
Jack Nachtrab Life Insurance Consultant It’s tax season once again- meaning it’s time for the annual discussion about RMDs. Many clients don’t need the income or want the distribution, although they’re forced to take money out of IRAs, which they then pay taxes on. As...
by Chris Wholehan | Sep 12, 2024 | Tax
Chris Wholehan, President Wholehan Marketing I’ve said it before, and every year at this time I like to send out the reminder that the Fourth Quarter of the year should be looked at as Tax Season. Most of us generally think of tax season as the first quarter of the...
by Chris Wholehan | Apr 3, 2024 | Tax
Chris Wholehan, President Wholehan Marketing As I stated in my article back in October, most of us generally think of tax season as the first quarter of the year as we all prepare to file our taxes by April 15. However, filing our taxes in the first quarter of the...
by Jack Nachtrab | Feb 8, 2024 | Life, Long Term Care, Tax, Uncategorized
Jack Nachtrab Life Insurance Consultant As tax season picks up many clients will be reviewing their finances, which brings opportunities to advisors for new planning and adjustments to existing plans. Here are some things to discuss and ask your clients during tax...
by Chris Wholehan | Mar 8, 2022 | Long Term Care, Tax
Chris Wholehan During tax season, clients are looking for every deduction they can take to help lower their tax bill. This this a great time to discuss the need for some type of Long-Term Care Insurance in their financial plan. Not only does a LTCI plan...
