taxes - CCR Wealth Management

IRS 2025 Tax Brackets

By CCR WM | November 8, 2024

The Internal Revenue Service released the updated income tax brackets, standard deduction, and retirement contribution limits for the 2025 tax year. While these changes won’t impact you for some time, it may benefit you to start thinking ahead. The top rate remains 37%, but remember that 2017’s Tax Cuts and Jobs Act expires at the…

Tax Strategies For Retirement Account Withdrawals

By CCR WM | April 30, 2024

With careful planning and tax-efficient drawdown strategies, you can enjoy the lifestyle you’ve always dreamed of while minimizing taxes on your income.

2024 Annual Tax Guide

By CCR WM | February 29, 2024

New tax year, new rules! Dive into our guide on what’s changing this tax season and how to prepare.

2024 Tax Planning Whitepaper

By CCR WM | February 27, 2024

Curious where your tax dollars go or how tax filing might differ this year? Dive into our new tax planning whitepaper!

2024 Updated Income Tax Brackets & More

By CCR WM | December 26, 2023

The IRS released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year.

2023 Annual Tax Guide

By CCR WM | March 13, 2023

Learn where your tax dollars go, some of the ways tax filing may look different, and what you can do to prepare.

What’s My 2023 Tax Bracket?

By CCR WM | March 3, 2023

Do you know what 2023 tax bracket you fall into? If not, find out using this guide.

Six Wise Ways to Use Your Tax Refund

By CCR WM | April 22, 2022

When your tax refund arrives, it can be tempting to spend it immediately. But there are ways that you can use your refund to your advantage.

1099s & Working With a Tax Preparer

By CCR WM | February 23, 2022

Financial Planner Jonathan Lilja discusses 1099s, when to expect them, and how to choose a CPA or tax preparer for the upcoming tax season. Don’t wait to seek professional help as many CPAs are simply too busy to pick up new clients!