2017 Year-End Tax Alert

The new tax act didn't’t leave a lot of time for interpretation or action. If you itemize your deductions and they total more than $12,000 (single) or $24,000 (married), you should seriously consider these four strategies. We know you only have a few days left in the year, but the savings could be worth thousands of dollars.

iThrive Ideas™ (Tax Cuts & Jobs Act)

iThrive Ideas™ (Gifting Low Basis Stock)

iThrive Ideas™ (Fall Financial Tips)

iThrive Ideas™ (Simplified Employee Pension - SEP)

iThrive Ideas™ (Tax Tips W-2 Employee)

iThrive Ideas™ (Roth IRA)

3 Tips for a Stress Free Tax Season


“The only things certain in life are death and taxes.” ~ Benjamin Franklin

Trump's Proposed Tax Plan


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Thrive Wealth Management, LLC’s (Thrive) web site does not represent an offer of or a solicitation for advisory services in any state/jurisdiction of the United States or any country where the firm is not registered, notice filed, or exempt.  Thrive provides advice and makes recommendations based on the specific needs and circumstances of each client.  Clients should carefully consider their own investment objectives and never rely on any single chart, graph or marketing piece to make decisions. Thrive is not a broker dealer and does not offer tax or legal advice. Please consult your tax adviser or legal counsel for assistance with your specific needs.

Thrive Wealth Management, LLC works as your personal financial advisor or financial planner, offering you a wide range of services such as investment management, retirement planning, insurances, succesion, retirement, tax, small business and many more. We proudly serve clients from King of Prussia and Valley Forge PA, as well as the surrounding communities.

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