Blog
The Roth IRA Five Year Rule
Michael Hollis breaks down the Roth IRA 5-Year Rule for both contributions and conversions. An understanding of this rule is imperative when preparing to take withdrawals in retirement.
What's The Alternative Minimum Tax (AMT), and When Will You Have To Pay It?
Let’s take a closer look at when an AMT is triggered, the intricacies of this method, and, most importantly, how to determine whether you need to pay it.
4 Tax-Savvy Charitable Giving Strategies At Year-End
Are you looking for creative ways to give back before 2022 draws to a close? Let’s dive into creative ways to make a difference while boosting your tax savings.
The Dala Group Analyzes Your Tax Returns, Here's Why It's Important
Reviewing a tax return can reveal hidden financial planning gems we can apply to your situation. Here’s what we’re looking for in your tax returns and why it matters.
Why Start Tax Planning (and Preparation) Early?
Understanding the impact taxes can have when making financial decisions is why tax planning is so important.