IntelliVest Wealth Management Blog
South Carolina State Tax: What You Need to Know
South Carolina state tax includes income, sales, and property taxes, each with unique rates and exemptions. Learn about tax brackets, deductions, and filing deadlines to stay compliant and maximize savings.
CPA Tax Services: Maximizing Deductions & Ensuring Compliance
Need tax assistance? CPA tax services help individuals and businesses maximize deductions, stay compliant, and optimize financial outcomes. Learn how a Certified Public Accountant can simplify tax preparation, planning, and IRS representation.
Real Estate Tax Services by Troy Turner, CPA: Maximizing Savings and Compliance
Maximize your real estate investment profits with tax services from Troy Turner, CPA. From 1031 exchanges to depreciation strategies, we help property owners reduce tax burdens and stay compliant. Schedule a consultation today!"
Business Tax Services by Troy Turner, CPA: Tax Solutions for Your Business
Looking for business tax services? Troy Turner, CPA specializes in tax preparation, planning, and compliance to help businesses maximize savings and stay IRS-compliant. Schedule a consultation today!
Intellivest Wealth Management Partners with Troy Turner, CPA to Provide Tax Services in Spartanburg, SC
Discover how Intellivest Wealth Management has partnered with Troy Turner CPA to provide tax services in Spartanburg, SC. This collaboration offers integrated financial and tax planning, helping individuals and businesses optimize their wealth while minimizing tax liabilities. Get personalized, tax-efficient strategies from trusted professionals. Contact us today!
ETF vs. Mutual Fund: What is the Difference?
ETFs vs Mutual Funds. This in-depth guide breaks down the pros and cons of each to help keep you informed on the differences between them.
What Is a Simple IRA? A Beginner's Guide to Retirement Savings
Wondering what a Simple IRA is? This guide breaks down everything you need to know about this easy-to-manage retirement plan, its benefits, and how to get started.
What Is a Beneficiary? Everything You Need to Know
A beneficiary is someone designated to receive assets or benefits from a will, life insurance policy, trust, or retirement account. Understanding what a beneficiary is and choosing the right one is crucial for effective estate planning. Learn more about the different types of beneficiaries and how they impact your financial future.
Are Dividends Liabilities? Understanding How Dividends Affect a Company's Balance Sheet
Are dividends liabilities? Learn when they become liabilities, how they affect a company’s balance sheet, and what this means for investors. Explore our detailed guide now!
Understanding the 401(k) Rollover Process: A Step-by-Step Guide
Thinking about a 401(k) rollover? Our comprehensive guide walks you through the process, benefits, and potential pitfalls, ensuring a smooth transition for your retirement savings.
What is a 401(k) and How Does It Work?
A 401(k) is a powerful retirement savings plan that allows employees to invest a portion of their paycheck before taxes are deducted. With tax advantages, employer matching, and the potential for compound growth, a 401(k) helps you build wealth for retirement. Learn how it works, the different types (Traditional vs. Roth), and why contributing can be a smart financial move. Discover everything you need to know about maximizing your 401(k) savings today!
Understanding the Traditional IRA: A Retirement Savings Tool
A Traditional IRA is a tax-advantaged retirement account that allows you to save for the future with tax-deductible contributions and tax-deferred growth. Learn how it works, its benefits, contribution limits, and whether it's the right choice for your retirement strategy. Read more to maximize your savings!
What Is a Roth IRA? A Beginner’s Guide
A Roth IRA is a tax-advantaged retirement account that allows your money to grow and be withdrawn tax-free. Learn how it works, key benefits, contribution limits, and whether it’s the right choice for your financial future.
What Happens to Your 401(k) When You Die?
Wondering what happens to your 401(k) when you die? Learn how your retirement savings are passed to beneficiaries, the options available for spouses and non-spouses, and the tax implications they may face. Ensure your legacy is protected by updating beneficiary designations and integrating your 401(k) into your estate plan. Discover key insights to secure your financial future for your loved ones.
Tax-Advantaged Strategies for Your NVIDIA Stock Purchase
Discover tax-advantaged strategies for your NVIDIA stock purchase, including tips on reducing capital gains, Exchange Funds, and charitable giving. Maximize your investment and minimize taxes with these insights.
Unlocking the Value of Independent Trustee Services
Independent trustee services provide impartial, professional management of trust assets, ensuring fairness, compliance, and expert financial oversight. Whether managing family trusts, special needs trusts, or high-net-worth estates, independent trustees bring stability and peace of mind. Learn how these services can safeguard your legacy and streamline trust administration.
What Are Exchange Funds? A Comprehensive Guide to Diversification
Exchange funds offer a smart, tax-efficient way for investors with concentrated stock positions to achieve diversification. Learn how these innovative investment tools work and their key benefits.
The Power of the Mega Backdoor Roth: A Comprehensive Guide
Unlock the potential of the Mega Backdoor Roth! This advanced retirement strategy lets high-income earners maximize contributions and enjoy tax-free growth. Learn how to implement it today.
Retirement Plans for 30-Year-Olds: Building a Secure Future
Learn how 30-year-olds can kickstart retirement planning with strategies like 401(k)s, IRAs, and HSAs. Maximize savings and secure your financial future with these expert tips!
Unlocking the Potential of Direct Indexing: A Personalized Approach to Investing
Discover the power of direct indexing, a personalized investment strategy that lets you own individual stocks from an index while tailoring your portfolio to your values, financial goals, and tax needs. Learn how this innovative approach can help you optimize returns and align your investments with what matters most.