Advice for Ending Your Year & Readying For 2019

As 2018 comes to a close, we want to make you are prepared and positioned for a wonderful year ahead. If you have not done so already, please post an electronic copy of your 2017 tax return to your secure investment portal. Tax planning is an integral part of our service offering, and we work […]

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2019 Incentive to Go Solar

The Solar Investment Tax Credit (ITC) allows you to deduct 30% of the cost of solar electric or solar water heating installations from your federal taxes. A 2015 legislative amendment extends the credit for both residential and commercial projects through the end of 2019, then gradually decreases to 26% in 2020 and 22% in 2021 […]

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Tax Planning for 2019

Each year the Internal Revenue Service and the Social Security Administration publish cost-of-living adjustments, retirement plan contribution limits, and other tax-related items. Here are a few notable updates: Retirement Savings Increased Limits In 2019, you can contribute up to $19,000 in your 401(k) and other employer plans and up to $6,000 in a Roth or […]

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Charitable Giving During Retirement

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Financial Aid, Uncomplicated

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Preparing Your Child (and Yourself) for College

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Double Check Your Paycheck: IRS Tax Updates

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Make Your Charitable Giving Count

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Austin Asset is ranked #315 in Financial Advisor’s 2018 Annual RIA Ranking.

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Austin Asset Announces Two-Year Sponsorship of Lonestar Soccer Club

Austin, TX (May 1, 2018) – Lonestar Soccer Club, a nonprofit organization and the third largest youth soccer club in the nation with more than 6,800 players ranging from ages 4 – 19, is delighted to announce Austin Asset as the jersey sponsor for every select team’s jerseys for the 2018/19 – 2019/20 seasons. Austin Asset’s jersey sponsorship for Lonestar’s select programs is part of their ongoing commitment to giving back, recognizing it is a true representation of how wealth cannot only change their client’s lives, but also impact the lives of others.

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