Our PAX Financial Blog
Minimize Your Tax Liabilities With Smart Investment Strategies
As Mark Twain stated, “The only two certainties in life are death and taxes.” No one wants to pay...
5 minute read
How To Reduce Roth IRA Conversion Taxes In 3 Steps
Roth IRAs (individual retirement accounts) are a great way to save for your golden years, but they...
4 minute read
Which Is One Is Better For Me, A Roth IRA Or A Traditional IRA?
Part of financial planning in San Antonio, Texas, requires crafting a retirement strategy that...
4 minute read
How Charitable Contributions Can Help Mitigate Your Tax Bite
The tax code is complicated, confusing, and ever-changing, which is why it pays to get help from...
5 minute read
5 Best High Net Worth Tax Planning Strategies
Tax planning for high-net-worth individuals is a vital aspect of financial wellbeing. Whether...
4 minute read
Pros And Cons Of Roth IRA Conversion In Texas
If you’re like many other Americans trying to get organized with their finances during this...
4 minute read
Should I Save More In My 401(k) During High Inflation
If you're like most Americans, you are unsure how much to save for retirement. A major...
3 minute read
4 Strategies For Optimal RMDs From IRAs
Retirement means many things to different people, and unbeknownst to many investors, taxes play a...
4 minute read
Want To Minimize Taxes During Your Texas Retirement?
When it comes to retirement in Texas, taxes are often the last thing on your mind. But when you’re...
6 minute read
