Daniel Allen - Ameriprise Financial Advisor
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Financial Advisor at Ameriprise Financial Services, LLC
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What excites you about your future? How are you preparing for it today?
Happy Independence Day, America! How will you celebrate this Fourth of July?
Wishing all the dads a Happy Father’s Day!
On Memorial Day, we honor and thank all those who’ve sacrificed their lives serving and protecting our country.
How does life get better as you age?
Ameriprise Financial Chief Economist Russell Price explains why inflation remains sticky and what this may mean for interest rate cuts in 2024.
Sharing love and gratitude with all moms today. Happy Mother’s Day!
First-timer! 🐎
If possible, avoid taking early withdrawals or loans from your 401(k). Taking money out of your account can offset the account’s tax advantaged benefits. bit.ly/3RK0Z8Y
If you or your dependents have been in the hospital or had other significant medical or dental expenses, keep the receipts — they could help reduce your tax bill.
As the first quarter of 2024 ends, Ameriprise Financial experts share the key themes they believe will drive market and economic conditions in Q2.
Charitable contributions can be tax deductible, and you don’t have to give cash. Donations of clothes, food, or household items, for example, can lower your tax bill.
Saving is a habit, not a destination. In honor of , let’s review your financial plan and make sure you’re optimizing your savings.
While it may be tempting to “set and forget” your 401(k) investments, doing so may cost you in the long run. Let’s connect to review your portfolio and ensure it aligns with your risk tolerance, time horizon and goals. bit.ly/3RK0Z8Y
Selling stocks at a loss can offset the taxes you would pay on other investment gains. This strategy is one way to use the tax code to reduce the sting of an investment loss.
On the board…🍄
Happy Easter!!! ✝️ 🐰 💜
Does your employer offer a Roth 401(k) option? Saving after-tax dollars with a Roth 401(k) can help diversify the taxability of your investments in retirement. Let’s review and see if this strategy is right to you. bit.ly/3RK0Z8Y
Want to reduce your taxable income? Contribute to your retirement account. This easy, straight forward tax strategy can be used by most workers. Plus, you'll be one step closer to reaching your retirement goals.
Increasing your 401(k) contribution can help you reach your retirement savings goals faster. For 2023, employees under 50 years old can contribute up to $22,500 to their 401(k) plan. Those 50 and older are eligible for an additional catch-up contribution of $7,500 in 2023. bit.ly/3RK0Z8Y
Do you know the tax benefits of 401(k)s?
bit.ly/3RK0Z8Y
If you have a high-deductible health plan, consider using a Health Savings Account. This account offers tax benefits for today and tomorrow:
1. Contributions offer an immediate tax deduction
2. Earnings grow tax-deferred
3. Withdrawals used to pay qualified medical expenses are tax-free
Many employers will match an employee’s 401(k) contribution up to a certain amount. Does your employer offer a 401(k) match? If so, let’s work together to maximize this benefit. bit.ly/3RK0Z8Y
An estate plan allows you to leave all or a portion of your wealth to a charity of your choice – and make a difference beyond your lifetime. https://bit.ly/3wxrbaD
If you plan to pass on your wealth to loved ones upon your death, the estate planning process can help you reduce the impact of taxes on your assets. https://bit.ly/3wxrbaD
By setting your own estate plan, you can avoid going through probate – a court process that would release your records publicly. https://bit.ly/3wxrbaD
Without an estate plan, your loved ones may be left to navigate complex legal and financial challenges. Thoughtful planning can simplify a difficult process for your family in the future. https://bit.ly/3wxrbaD
End-of-life care is a difficult but important conversation to have between you and your loved ones. An estate plan allows you to specify your final wishes and establish special arrangements for your remains. https://bit.ly/3wxrbaD
Tax filing season is upon us. Here’s when to expect your tax statements from Ameriprise Financial. As always, call me with questions. -Daniel
Tax statement mailing dates Here’s what to expect and when.
You work hard to save for retirement. I can help you strategize how and when your retirement assets are taxed to help you keep more of your hard-earned savings.
-Daniel
Tax diversification strategies | Tax diversification in retirement 101 Tax diversification – explained.
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Contact the business
Telephone
Opening Hours
Monday | 08:30 - 17:00 |
Tuesday | 08:30 - 17:00 |
Wednesday | 08:30 - 17:00 |
Thursday | 08:30 - 17:00 |
Friday | 08:30 - 17:00 |