Tax Strategies Archives - Holland Strategic Wealth Advisors

Taxation of Social Security Benefits: What Retirees Need to Know in 2026

by James E. Holland, MSBA, CFP | Mar 24, 2026 | Social Security, Tax Planning

Quick Answer: How Are Social Security Benefits Taxed? Social Security benefits may be partially taxable depending on your provisional income, which combines your adjusted gross income, nontaxable interest, and 50% of your Social Security benefits. With recent tax...

Roth IRAs Explained: How They Work and When a Roth IRA Conversion Makes Sense

by James E. Holland, MSBA, CFP | Oct 1, 2025 | Estate & Legacy Planning, Financial Planning, Retirement Planning

Planning for retirement is about more than just saving money — it’s about choosing the right tools to maximize growth and minimize taxes. Among the most powerful options is the Roth IRA, a retirement account that offers tax-free growth and withdrawals. But there’s...

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Roth IRAs Explained: How They Work and When a Roth IRA Conversion Makes Sense

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