On August 4, 1862, the U.S. collected income tax for the first time[i]. You may be ready to bid farewell to income tax obligations once you retire, but unfortunately, it’s not that simple. While the dynamics may shift, understanding how [...]
Understanding long-term capital gains taxes when you sell investments Market downturns, like the one through the first half of 2022, could be a good time to adjust your fund portfolio to minimize the tax bite. Here’s how to calculate the [...]
After years of saving and planning for their golden years, many people nearing retirement fail to consider the tax burden they may face on income they receive after they stop working. While you will likely see a reduction in the [...]
One variable that is hard to plan for in retirement is taxes. We don’t even know what the tax rates will be next year, so how can you plan for 20 years or more in the future? We can’t say [...]
If you have a substantial amount of money in your company's retirement plan, one of the more dreaded taxes you may face is the 15% excise tax. The 15% tax is generally imposed on those receiving annual or lump-sum distributions [...]
Clemmons Office
3554 Clemmons Road
Suite 001
Clemmons, NC 27012
Office: (336) 391-3409
Greensboro Office
701 Green Valley Road
Greensboro, NC 27408
Office: (336) 391-3409
Charlotte Office
15720 Brixham Hill Avenue
Suite 300
Charlotte, NC 28277
Office: (336) 391-3409
Our Clemmons office also serves the communities of Winston-Salem, Greensboro, Lexington, High Point, Mocksville, Oak Ridge and Mount Airy.
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