How Utah Taxes Can Impact Your Retirement Income

Learn how Utah taxes Social Security, retirement accounts, and daily spending, and what that can mean for your financial life in retirement.

Retirement PlanningParkshore Wealth ManagementDecember 1, 2025Retirement Income, Utah, Income Tax, Property Tax

You Just Came into a Large Sum of Money—Now What?

What should you do if you suddenly come into a large sum of money? Discover eight financial steps to help protect, grow, and manage your windfall wisely.

Financial PlanningParkshore Wealth ManagementMarch 15, 2025Windfall, Inheritance, Legal Settlement, Business Sale, Lottery, Income Tax, Capital Gains, Estate Tax, Debt, Giving, Charity, Philanthropy

Tax Considerations When Downsizing or Relocating in Retirement

Thinking of downsizing or relocating when you retire? Here are some tax considerations to help you decide.

Tax PlanningParkshore Wealth ManagementSeptember 1, 2024Retirement Planning, Retiree, Moving, Relocating, Downsizing, Income Tax, Property Tax, Sales Tax, Federal Taxes, State Taxes

How to Keep Your Disability Income Tax-Free

Your disability benefits may be taxable. Here’s how to minimize the impact.

Financial PlanningParkshore Wealth ManagementAugust 14, 2023Disability Income, SSDI, SSI, Tax Planning, Income Tax, Disability Insurance

Important Tax Numbers for 2022

Don’t miss out on tax opportunities! Here are key numbers to be aware of for tax year 2022.

Tax PlanningParkshore Wealth ManagementFebruary 16, 2022Tax Year 2022, Retirement Contributions, Standard Deduction, Gift Tax, Estate Tax, Income Tax