Articles and Videos
Market Volatility: Global Shifts and Why The Bucket Strategy® Was Built for This
Stay focused during market volatility—see how The Bucket Strategy® is designed to help keep your plan on track through uncertain times.
The 3 Biggest Tax Surprises in Retirement and How to Avoid Them
Taxation, often viewed as complex, can become an asset with the right insights. Being aware of techniques that can legally minimize your tax liabilities can significantly enhance your financial growth.
How the “Conventional Wisdom” May Cost You in Taxes
Taxation, often viewed as complex, can become an asset with the right insights. Being aware of techniques that can legally minimize your tax liabilities can significantly enhance your financial growth.
Lump Sum or Annuity Payments – What’s Your Pension Strategy?
Understand your pension strategy: choose between traditional annuity payments or lump-sum distribution, each affecting your financial future and possibly your spouse’s life.
Yes, Tax Knowledge Is Power
Taxation, often viewed as complex, can become an asset with the right insights. Being aware of techniques that can legally minimize your tax liabilities can significantly enhance your financial growth.
Traditional vs. Roth 401(k): Which Is Right for Your Retirement?
Navigating the world of retirement planning can be a maze, especially when it comes to picking between Traditional and Roth 401(k) options. Here at Accardi Financial Group, we break it down for you.
Useful Links
Financial Calculators
Stock Information
Do you have a link that you think would be helpful to other clients? Let us know.
Tax Resources
Tax Calendar
Important dates for individuals
Tax Forms
A full set of downloadable forms from the IRS
Tax Publications
A full set of downloadable publications from the IRS
Tax Rates
Tables to enable you to find your federal marginal income tax rate
This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.
