Radio Show #6: Tax Planning Essentials

Before another tax season approaches, we want you to be in the best position now and in retirement. That means tax planning needs to be a focus as a part of your overall financial plan.

How to Prepare for the 2023 Tax Filing Season

2023 tax filing season

It’s hard to believe it will be time to file 2023 taxes in two months. As Roseville financial advisors, we help individuals and families manage their finances and create tax-efficient investment strategies that can help ease the pain of tax season. Our article includes a few tips you can use to ensure you are maximizing […]

3 Tax Strategies You’ll Want to Take Advantage of Before the Year Ends

3 Tax Strategies You'll Want to Take Advantage of Before the Year Ends Bulman Wealth

As the holiday season kicks into gear, we understand that your retirement strategy may not be at the front of your mind. But as the year draws to a close, it’s actually a great time to button up your tax plan to optimize your 2023 and 2024 taxes. Given that taxes are computed annually from […]

What is a Taxable Event?

What is a Taxable Event? Bulman Wealth

Put plainly: a taxable event is a transaction that causes someone to owe money to the government in the form of taxes.[1] Seems simple enough, right? When it comes to retirement and savings, there are a few important taxable events that you might want to keep an eye on. Earned Income Receiving earned income from […]

Should I File Jointly with My Spouse?

Should I File Jointly with My Spouse? Bulman Wealth

Although many couples may stand to benefit from filing their taxes jointly, doing so may not always be the most suitable choice. Therefore, it is essential to consider the following things when filing taxes as a married couple: See if you are eligible to file jointly: Being married by December 31st of the relevant tax […]

Prepare for Tax Filing Season!

Prepare for Tax Filing Season! Bulman Wealth

As tax time draws near, you may have some important tax questions. This article aims to warn of the potential hazards associated with taxes to help you make the most of your return this year. While it may be tempting to submit your taxes without delay, filing before you have all the necessary documents may […]

Tax Tips for the Upcoming Tax Season

Tax Tips for the Upcoming Tax Season Bulman Wealth

With the introduction of a new year behind us, the start of tax season is fast approaching. Completing federal income taxes is often a drawn-out and convoluted process, and it is inevitable that some mistakes will be made. Everyone knows that these small errors can have a large impact on tax refunds and can even […]

Know These 3 Mistakes to Avoid Striking Out on Your Taxes

Know These 3 Mistakes to Avoid Striking Out on Your Taxes Bulman Wealth

Taxes are a common concern for retirees. You may be wondering how to begin thinking about your tax strategy, so you are not excessively taxed. These three mistakes can help you begin thinking about what a comprehensive tax strategy might look like for you. Having Too Much Taxable Income When you approach retirement, you’ll have […]