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Vice President, Integrated Advice,
Wealth Enhancement Group
Brian Vnak is Vice President, Integrated Advice for the Wealth Enhancement Group, advising clients on income, gift, trust and estate tax issues. Mr. Vnak is a Certified Financial Planner™ and Certified Public Accountant (CPA) who graduated Magna Cum Laude from the University of Notre Dame with two degrees: a Bachelor of Business Administration and a Master of Science in Accountancy.
The way you get your income changes once you retire. Make sure your tax strategies change as well, or you could be paying Uncle Sam a lot more than you bargained for.
See More From: Building Wealth
Unless you take your heirs' wishes, taxes and interests into consideration in your plans, you could be committing some serious unforced errors with your estate.
Unless your estate plan takes your beneficiaries' own finances into account, you could be shortchanging some thousands of dollars ... and throwing money away unnecessarily on taxes.
How many times have you seen the phrase, "Consult your tax adviser"? Many people do, and it's often good for their financial well-being, but that doesn’t mean you're getting the full story when you meet ...
See More From: Tax Prep & Filing
Comparing the payouts under old tax laws and the Tax Cut and Jobs Act could be an eye-opening exercise for the rest of us.
Taxpayers are getting an eight-year break for the dreaded Alternative Minimum Tax. Here's how to make the most of that time.
The new tax law promises lower taxes for many, but ironically, up to about half of people could face a tax bill in 2019 due to a withholding problem.
Roth IRAs are the closest thing we have to tax-free retirement savings out there, so make sure you take full advantage. Here is how Roths work and three ways to get money into them.
The passage of the 2017 Tax Cuts and Jobs Act was the beginning of tax change, not the end. It's likely to touch off plenty more changes ahead ... so be prepared to take advantage of them if you can.
While most everyone is getting a tax break starting in 2018, some taxpayers have bigger opportunities than others to make the most of it. Particularly those in the 25% tax bracket. How? Roth IRA conversions.
When retirees add up all their deductions and personal exemptions, they may find opportunities to generate the income they need from their portfolios without triggering any federal taxes. Here's how.
Under the new tax law, those taking RMDs can get a tax break even without itemizing by giving to charity. Here's how qualified charitable distributions can pay off beyond good deeds.
You're proud of the nest egg you've built in your IRA and 401(k), but are you prepared for the tax bill that will come with it when the time for required minimum distributions arrives? Here are four ways to ease that pain.
Keeping a hand in the workforce after retirement can be richly rewarding (in a couple of key ways). However, it can also complicate your finances.
If you’re blindly pumping so much into savings for the future that you aren’t enjoying today, then maybe you’re going too far. Stop and do the math to see what you actually need. You might be surprised.
Months before you walk away, gold watch in hand, there are some steps to take to maximize your benefits, take care of taxes and pave the way for a happy and harmonious retirement.
Before you hand your tax papers off to an “expert,” here are some important points to consider.