Pay Now
Logo Logo Logo Logo Logo
  • Home
  • About Us
  • Services
  • Our Team
  • Contact
    • Forms & Links
    • Newsletter
  • Home
  • About Us
  • Services
  • Our Team
  • Contact
    • Forms & Links
    • Newsletter
 
30 Nov

TAXABLE VS. TAX-ADVANTAGED: WHERE TO HOLD INVESTMENTS

When investing for retirement or other long-term goals, people usually prefer tax-advantaged accounts. But traditional taxable accounts may still make more sense for certain investments. This article discusses the difference between “taxable” and “tax-advantaged” and which vehicles tend to work the best where. A sidebar...

08:30 / Budgeting / Insurance / Taxes
08 Jan

4 FINANCIAL PLANNING TIPS FOR SECOND MARRIAGES

Every year, a substantial percentage of weddings aren’t first-time nuptials but second (or subsequent) marriages. This brief article offers four tips to help such partners better manage the situation....

09:00 / Budgeting / Legal / Taxes
Recent Posts
  • SMALL BUSINESS TAX DEDUCTIONS AND CREDITS
  • QUARTERLY TAX FILING DEADLINES & REMINDERS – YOUR 2026 GUIDE
  • RECENT TAX LAW CHANGES AND WHAT THEY MEAN FOR YOU
  • PROTECTING YOUR FINANCES: HOW TO SPOT AND AVOID TAX SCAMS THIS SEASON
  • 2026 RETIREMENT CONTRIBUTION LIMITS: MAX OUT FOR MAXIMUM TAX SAVINGS
Archives
Categories
CPA Fill Tag
CPA Fill Tag


Quickbooks ProAdvisor:
logo
CONTACT:

Gates, Kirby & Company, P.C.
300 Boardwalk Drive, Building 5B
Fort Collins, Colorado 80525

Phone: 970.226.1704
Fax: 970.797.1453

CO. LIC. #6698

Map:

Copyright Gates & Kirby 2023