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If you read the Wall Street Journal or Barron’s Magazine this last week, you will see that Barron’s listed Joseph J. Janiczek of Janiczek Wealth Management in its 2018 listing of top advisors in the nation.

This represents the fifth year in a row we made this prestigious list, adding to our tradition of making many top investment and wealth management lists and/or rankings going all the way back to 2001.

 

This latest award adds to top advisor lists published in or by:

  • The Wall Street Journal
  • Barron’s Magazine
  • Financial Times
  • AdvisoryHQ
  • Worth Magazine
  • Mutual Funds Magazine
  • NAPFA

Tax season is in full swing, and it can bring some uneasy thoughts.  “How much will I get back?”  “How much will I owe?”  “Am I forgetting anything?”  “What can I expect next year?”

In a recent team meeting, one of our firm’s partners shared a question from a client that’s often not heard, “Why is my tax bill so low?!”

This client had been taking significant IRA distributions since the beginning of retirement as they had settled into a routine of travel and other retirement leisure.  Of course, IRA distributions are generally going to be taxed as income, and the client became accustomed to paying a steady tax bill each year.  In recent years, their travel slowed and their expenses correspondingly decreased, but their regular withdrawals had not.


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