4 min read
Cincinnati Medicare Financial Planning: What High-Net-Worth Retirees Need to Know in 2026
Learn how Medicare planning impacts taxes, IRMAA, retirement income, and long-term financial strategy for Cincinnati retirees.
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Income Tax
Strategies to reduce taxes across your lifetime.
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2026
4 min read
Cincinnati Tax Planning for Retirees: 2026 Strategies Every High-Income Household Should Know
Explore key planning considerations for high-income retirees in Cincinnati, including retirement planning, tax strategies, investing, and Medicare.
2025
3 min read
Year-End Strategies: Four Key Opportunities to Consider
Explore essential year-end tax planning strategies to help reduce taxes, optimize your portfolio, and capitalize on time-sensitive opportunities before December 31.
6 min read
Year-End Charitable Giving: Strategic Approaches for Maximum Impact
Donor-advised funds, appreciated-asset gifts, and qualified charitable distributions can make your year-end giving more tax-efficient and more meaningful.
5 min read
Unlocking the Power of a 1031 Exchange: A Smart Move for Real Estate Investors
The 1031 Real Estate Exchange is a powerful strategy to defer capital gains taxes, keep more of your equity, and position you for retirement.
2024
4 min read
Strategies to Reduce Income Taxes in Retirement
A core philosophy at EntryPoint Wealth Management is to reduce our client's income tax paid
2023
5 min read
Stories from '23 Tax Season
One of the wisest men in the history of our society said, "The hardest thing in the world to understand is the income tax.” And I will agree with Albert Einstein. Over…
2021
3 min read
Will This Unique Rule of the American Rescue Plan Affect Your Tax Status?
For at least the last year, it seems like with every passing month there is another new stimulus plan. With each new policy, we are consulting with clients to make sure…
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