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  • Home
  • About SWP
    • Why Choose SWP?
    • Associates
    • Our Mission
    • Charities
    • Contact Us
  • First, A Plan
  • Products & Services
    • You & Your Family
    • Your Business
    • Your Estate
    • AWealthBox
    • Tax Mitigation
    • Business Exit Planning
    • Seminars and Presentations
    • Industry Leading 401k Plans
    • 401k Expertise
    • 3 Core 401k Strategies
  • Our Clients
    • Ideal Profile
    • Your first year
    • Entrepreneurs
    • Professionals
  • Resources
    • A Wealth Plan Blog
    • 401k Blog
    • In the News
    • Recommended Reading
  • Client Logins
    • 401k Plan Login
    • AWealthBox Client Login
    • Client Reports

Monthly Archives: November 2020

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As 2020 draws to a close, some year-end tax and savings strategies for your consideration.

A Wealth Plan BlogBy Jenifer BlumNovember 16, 2020Leave a comment

Dear SWP Client, We want to provide you with some tax planning strategies as well as some savings tips for you to consider as 2020 comes to a close. AVOID UNEXPECTED TAX CONSEQUENCES Verify that you are having the right amount of taxes taken out of your paycheck for Federal tax payments. The IRS has…

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