Sweitzer Income Planning Blog


The Right to Pay No More Than the Correct Amount of Tax!

May 10, 2021

The Digestible IRS Series Written by Sam Sweitzer May 10th, 2021 I have rights with the IRS?      The IRS has a bill of rights and is described on their website as “10 fundamental rights taxpayers have when dealing with the Internal Revenue Service.” The right I believe everyone should be aware of is the 3rd…

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The Highs and Lows of Taxes

April 29, 2021

The Digestible IRS Series Written by Samuel Sweitzer April 29th, 2021   How Low Can You Go? As you may have guessed, taxes have fluctuated over the years. The highest marginal tax rate has been a common discussion in politics today, as well as historically. The lowest top marginal rate was when the income tax…

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401(k) and Roth Concepts:

April 28, 2021

The Digestible IRS Series Written by Samuel Sweitzer April 28, 2021   I get many questions regarding 401(K)’s, IRA’s, and Roth’s. Everyone’s situation is particular, so there is no blanket answer to the best vessel to save for retirement in, but there are some key concepts that I would like to share with you. When…

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What is an Annuity?

April 11, 2021

The Digestible IRS Series Written by Sam Sweitzer, April 11, 2021 What is an annuity? According to the IRS website, an annuity is a contract that requires regular payments for more than one full year. An annuity can be seen as a self-funded pension, the IRS describes their income tax treatment in the same publication…

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Do I Report a Life Insurance Payout?

April 10, 2021

The Digestible IRS Series Written by Sam Sweitzer April 10th, 2021 What does the IRS have to say? The short answer, no. The IRS Publication 25 explains that proceeds paid to you from a life insurance policy because of the death of the insured person are not taxable unless the policy was turned over to…

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