September 26, 2025
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Tax Planning
North Carolina Tax Policies That Matter, And What You Can Do About Them
June 17, 2025
North Carolina doesn’t tax Social Security or U.S. government pensions, as well as certain state/local pensions, thanks to the Bailey decision. It also offers relief on property taxes and no inheritance tax. However, retirement plan withdrawals and IRAs are still taxed at a flat state rate that’s declining toward 3.99%. This article explains key NC tax rules and what retirees can do to lower their tax load.
Tax Planning
Why Your Year-End Financial Decisions Start In August
August 20, 2026
Taxes feel like a January problem, but by the time the forms arrive the year is closed. Every decision that could have changed the outcome happened months earlier. Taxable income, Roth conversion timing, required distributions, Medicare thresholds, and beneficiary forms all carry deadlines that land before December 31. August is already month eight.
Tax Planning
The Property Tax Relief North Carolina Retirees Rarely Claim
August 10, 2026
Property tax climbs with home values, not with retirement income. North Carolina runs three relief programs for homeowners 65 and older, for permanently disabled homeowners, and for disabled veterans. One removes value from the bill. One defers the tax with interest. One ignores income entirely. All three run through the same form, and it is due June 1.
Tax Planning
Tax Season Is Over. Now What? Why Proactive Planning Matters More Than Ever
May 21, 2026
Tax season may be behind you, but the decisions that shape next year’s outcome are happening right now. Learn why proactive tax planning matters, how retirement income can affect your long-term tax picture, and why coordinating your financial, tax, and estate strategies can help reduce unnecessary taxes while keeping your goals at the center of the plan.
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