We’ve talked about the term Safe Harbor before (in regards to estimated tax payments – you can revisit that post here). This week, a client reached out regarding another type of Safe Harbor. She said her friend had brought up the concept of Safe Harbor retirement plans and she wondered not only what they were […]

When it comes to income taxes, there is no shortage of rules, acronyms, and best practices. One such “tax term” came up this week as I worked thru a retirement plan distribution for a client. Find out what “safe harbor” means in terms of estimated income tax payments and why it’s a strategy you should […]