Tax documentation - The Liberty Portfolio

ira basis reporting importance

IRA Investing

Why Filing IRS Form 8606 Matters: Tracking Your IRA Basis

Only by properly filing IRS Form 8606 can you accurately track your IRA basis and ensure your retirement taxes remain correct.

The Liberty Portfolio Team
November 21, 2025

optimize rmd tax strategies

Retirement Planning

Managing RMDs to Minimize Taxes

Theodore explores strategies to manage RMDs and reduce taxes effectively, helping you…

The Liberty Portfolio Team
December 18, 2025

small business retirement strategies

Retirement Planning

Retirement Planning for Small Business Owners

Keeping small business owners informed about affordable retirement options is crucial…

The Liberty Portfolio Team
December 18, 2025

maximize late career savings

Retirement Planning

Effective Use of Catch‑Up Contributions in Your 50s and 60s

Maximize your retirement savings in your 50s and 60s with strategic catch-up…

The Liberty Portfolio Team
December 17, 2025

retirement timing affects savings

Retirement Planning

Early Retirement: Assessing the Impact on Your Nest Egg

Theoretically, early retirement can diminish your savings growth and security, making…

The Liberty Portfolio Team
December 17, 2025