JC Miller Northwestern Mutual

12/11/2024

There’s good news on the 2025 tax bracket front. The brackets have increased again, meaning that you’ll have to make more before the amount you owe progressively jumps up. Reach out today and let’s make sure you’re positioned to make the most of the changes to come.

10/02/2024

Northwestern Mutual, one of the strongest financial services companies, announced it expects its highest dividend payout ever. I’m proud to be part of a company that shares its success and puts policyowners first. That’s a better way to money.™ Read more: http://spr.ly/6183UMfqx

09/25/2024

How will you manage rising tax rates? One possibility is to convert your Traditional IRA or employer-sponsored retirement plan to a Roth IRA to take advantage of today’s lower rates. And there are many other strategies. Reach out and let’s see what approach is best for you.

09/11/2024

Currently, the qualified business income tax deduction, or QBI, allows you to deduct up to 20 percent of business income earned from sole proprietorships, partnerships, S Corps and LLCs. But that’s about to change. Let’s work together to make sure you’re prepared. Reach out today.

08/28/2024

Big tax changes are coming for most business owners—and now’s the time to prepare. Let’s work together to make sure you and your business take advantage of today’s lower rates and are ready for the future. Take a look at our guide and then reach out. http://spr.ly/6186cVyTa

08/14/2024

No matter your filing status—from single to married filing jointly—your income tax rate will likely be going up. And while there’s still time to prepare, the clock is ticking. Reach out today and let’s make sure you’re positioned to make the most of the changes to come.

07/29/2024

It’s simple: significant tax changes are coming soon. So, whether you want to take advantage of the current lower taxes or protect yourself from future higher taxes, you’ll want to prepare now. Reach out soon and I’ll help you make the most of this opportunity.

07/11/2024

Big tax changes are on the way. And while there’s still time to prepare, it’s important that you act soon. Reach out today and let’s work together so you make the most of this opportunity.

06/19/2024

Your personal future depends on your financial future. And now’s the time to start planning. Historic tax changes are right around the corner. Reach out soon and let’s make sure you’re prepared.

06/07/2024

Taxes are set to rise substantially in 2026 for owners of LLCs, partnerships, sole proprietorships and S-Corps. But there’s still time to take advantage of today’s lower tax rates. Reach out today and let’s work together to get prepared.

05/27/2024

This Memorial Day, we honor the brave souls who made the ultimate sacrifice in the service of our nation.

05/24/2024

SLATs can be an important estate planning tool for couples in certain situations. And with the lifetime estate tax exemption set to roughly halve at the end of 2025, now is an opportune moment to begin planning. I can help you get started.

A Spousal Lifetime Access Trust can be an important estate planning tool for certain high net worth individuals. Here’s what to know.