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Matt Mercer

How do the new tax laws affect my 529 plan?

Posted on September 16, 2019 by Matt Mercer

Quality education is something worth saving for, so why not use a plan that offers incredible income tax breaks? 529 plans can be used for college savings and prepaid tuition plans and are a great option for either saving for yourself or your child. However, it’s important to understand how new tax laws affect the rules for 529 plans. What…

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Charles Schulz

Why Year-End Planning in 2018 is More Important Than Ever

Posted on December 5, 2018 by Charles Schulz and Matt Mercer

2018 has proven to be a year unlike many others as the United States experienced the biggest tax law overhaul in decades with the Tax Cuts and Jobs Act (TCJA). Much has been written about the implications for the average taxpayer, and we at Krilogy Financial® and Krilogy® Tax Services have been advising clients on issues such as charitable giving…

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Matt Mercer

Veterans: You May Be Eligible for a Tax Refund

Posted on September 24, 2018 by Matt Mercer

If you’re one of the 130,000 combat-injured veterans whose disability severance pay was taxed between 1991 and 2016, a recent letter from the Department of Defense could be informing you that you may be eligible for a refund. This is the result of the Combat-Injured Veterans Tax Fairness Act of 2016 which allows veterans the opportunity to file an amendment…

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Drew Forrester

Make Strategic Tax Planning a Priority For Your Retirement Plan

Posted on February 20, 2017 by Drew Forrester

If you’re like most, you approach your retirement planning with the sole focus on building your nest egg, accumulating as much as possible to get you to your goals. Yet there’s an often overlooked piece of the planning that could have an impact on your finances in retirement –strategic tax planning. What could your tax exposure be, and how can…

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John McArthur

The fundamentals of rebalancing your portfolio

Posted on January 29, 2016 by John McArthur

We often get questions about rebalancing portfolios and when to do it. What should trigger a rebalancing? Should it be done every January or should it follow a criteria based on numbers? What about tax implications? And how do I know when to get a pro involved? Let’s tackle these three questions one at a time. January: A great time…

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Kevin Reynolds

Tax Loss Harvesting: A Tax Saving Strategy

Posted on December 17, 2015 by Kevin Reynolds and Patrick Monahan

If you’re like many investors, you felt the impact of this year’s market correction. Perhaps you experienced losses in certain asset classes, or saw specific investments fall in value. Your first reaction may be emotional, or you may feel there isn’t much you could do about it. But what if I told you that a market correction could deliver a…

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