Personal Finance and Investing

significant taxes.

Because my actual taxable income is so very low, I currently pay zero state and less than $500 federal.

I do have some taxes withheld from one of my income sources, and perhaps I could discuss with my financial advisor lowering those amounts. Although it was quite pleasant to get a total of just over one thousand dollars back. It's my financial guy that set up my investments to generate almost no taxes.

There's other details about filing and what's exempt, what's taxable, what the IRS actually gets in paperwork, that my accountant has explained to me. Among the things I like about my guy is that while he's about 15 or more years younger than I am, one of his sons is now an accountant and is also in his business.