Happy Thanksgiving from Point Wealth Management
Jeremy Reif
November 12, 2026
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- 3319 Terrace Ct, Wausau, WI 54401
- (715) 870-2450
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Learn why Adjusted Gross Income (AGI) is one of the most important numbers on your tax return and how it can affect Medicare premiums, Social Security taxes, tax credits, and retirement planning.
Learn the difference between Form 1040 Line 6a and Line 6b, why some Social Security benefits are taxable, and strategies that may help reduce taxes in retirement.
Learn what Form 1040 Line 4a and Line 4b mean, why they matter for retirees, and how Roth conversions, rollovers, and IRA withdrawals affect your taxes.
The Social Security Tax Torpedo: Why One Extra Dollar Can Trigger a Much Bigger Tax Bill
Learn the difference between Form 1040 line 3a and line 3b, why qualified dividends matter, and strategies that may help retirees keep more investment income taxed at favorable rates.
Decoding AXA Equitable’s Accumulator “Buyout Offer”: Making the Right Decision for Your Future Jeremy Reif, CRPS | December 28th, 2015 | AXA Equitable’s Accumulator “Buyout
Navigating the Financial Horizon: A Warm Welcome to the New Year! by, Jeremy Reif, CRPS As we bid farewell to the old and usher in
Not All Advisors Are Created Equal Have you worked with an advisor in the past? Are you 100% satisfied with your financial situation? Have you
RMDs, Fulfilling Charitable Goals and Tax Obligations with QCDs by, Jeremy Reif, CRPS Required Minimum Distributions (RMDs) are the ultimate chess match between you and
How Do I Pay As Little Tax As Possible? Taxes are a reality of the society we live in, but you’ve probably asked yourself, “How
Should You Be Rolling Your 401k to an IRA? Retirement planning is a crucial aspect of financial planning and deciding where to custodian your retirement