Tax Planning: News, Features, Analysis

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Taxes 2026 text with alarm clock and calculator on wooden background

3 End-of-Year Tax Moves for Retirees as 2027 Closes In

The end of the year quickly approaches, but retirees still have a prime opportunity to lower their 2026 tax bill by taking advantage of these proactive moves.

Tax Bracket vs Tax Rate: Do You Know the Difference?

It's easy to worry that landing in a higher tax bracket means losing a huge chunk of your earnings, but you may pay less than you think. Here's how it works.

By Marguerite Weese, JD, LL.M.
RMD Paradox: A Healthy Nest Egg Can Hatch a Nasty Tax Bill

Saving too well can create a big tax problem once required minimum distributions kick in, making proactive income management and strategic withdrawals essential.

By Donald Albach
How to Stop a 401(k) From Becoming a Tax Burden in Retirement

Saving for retirement in a 401(k) is a smart move, but can also lead to a troublesome tax bill years later. The solution? Diversifying while there's still time.

By Mallon FitzPatrick, CFP®, AEP®, CLU®

Florida’s Gulf Coast: Come for the Sun, Stay for the Taxes

Southwest Florida is no longer just a vacation spot. It has evolved into a premier financial haven where wealthy families can protect and grow their fortunes.

By Hood Craddock, CPA
How Life Insurance Trusts (ILITs) Protect Wealth

Placing million-dollar life insurance inside an irrevocable life insurance trust creates a layer of protection against estate tax and other family wealth risks.

By Jonathan Davis, CFP®
4 Money Mistakes That Can Haunt You For Years

Overlooked financial mistakes can haunt you for years. Here are some of the most common ones and ways to avoid them.

By Sean Jackson

8 ways to potentially lower your taxes

Advertiser Content Ameriprise Financial Services, LLC.

Consider these strategies to potentially reduce your taxes.

By Ameriprise Financial
3 Smart Ways to Delay or Defer Taxes on Your RMDs

If you don't need or want to take your required minimum distributions (RMDs), you can consider these strategies to help lower your tax bill.

By Evan T. Beach, CFP®, AWMA®
Tax Strategies for 4 Types of Real Estate Investors

Not every real estate investor needs the same playbook. Here's how to match your situation to the right tax-advantaged real estate strategy.

By Daniel Goodwin

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