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How Does Covid-19 Affect Your Taxes?

Covid-19 affected every aspect of our everyday lives last year, so, why wouldn’t it impact the 2020 tax season as well? If you’re starting to file your taxes and are curious to know how the pandemic will impact your tax bill, here are a few key points to consider. The Tax Season Start Date Typically,…

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How to Minimize Taxes in Retirement

When it comes to money every penny counts, especially when you’re retired! Fortunately, there are plenty of ways to save money in retirement by minimizing your tax bill. The financial advisors at Maggi Tax Advisory and Financial Group offer tips on how to do just that… Diversity your accounts. When you withdraw funds from accounts such as traditional…

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5 Key Components To Good Estate Planning

One of the most confusing and hard to execute elements of a solid financial plan is the estate plan. From the complex legal documents to the challenges of maximizing the benefits left to heirs, and the personal relationships that must be considered, estate planning is no easy task. To help make the process seem less daunting,…

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5 Tips For Retirement Planning

Planning for retirement is a multistep process that takes time and wise investment choices. After all, to thrive in retirement, you’re going to need a substantial cushion to fund it. Here the financial advisors at Maggi Tax Advisory and Financial Group offer the following tips to help with your retirement planning. Tip #1: Timing is…

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Do I Still File Taxes After Retirement?

Between social security benefits, pensions, and IRA/ 401(k) plans, you’re likely aware of how much money you have saved for retirement. But do you know how much of that money will be taxed?? Because your after-tax income will affect how much money you really have to live on, this is an extremely important question to have answered. The financial…

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Understanding Medicare Benefits

Medicare can be extremely complicated and confusing to sort through, which is why the help of a knowledgeable Medicare and financial advisor is beneficial. Here we breakdown the basics of Medicare coverage including everything from hospital care to doctors visits, prescription drugs, and more. How do I qualify for Medicare? Most individuals who are 65…

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Benefits of Hiring a Tax Professional

Benefits of Hiring a Tax Professional There are many components to comprising a financially savvy retirement plan – one of which is determining your tax liability and developing a strategy to minimize the amount of taxes you pay. This is where the expertise of a knowledgeable tax professional can be extremely beneficial. Keep reading to…

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The Best Tax Deductions

The Best Tax Deductions We all know it’s coming…tax season…ugh. And while there’s no way to avoid paying taxes, the amount of money you pay in taxes can be adjusted through credits and deductions. The experts at Maggi Tax Advisory and Financial weigh in on the best tax deductions that could shrink your tax tab….

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Should I File My Taxes Early? When is the Tax Deadline?

Should I File My Taxes Early? When is the Tax Deadline? 2020 was certainly an eventful year for taxes! There were extensions, exemptions, loans, stimulus checks, and more – all of which can make filing that much more complicated…ugh. To clear any confusion (or at least some of it), the financial experts at Maggi Financial…

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When Should I Start Planning For Retirement?

When you’re in your 20s, 30s, or even 40s, retirement seems like a lifetime away and an account you don’t have to fund just yet. However, it’s never too early to start planning! In fact, the best time to start saving for retirement is the day you get your first paycheck. The financial advisors at…

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Palm Harbor, FL 34685

(727) 799-1701

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Lutz, FL 33548

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St. Petersburg, FL 33713

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