Wealth Management
News, insights and expert analysis on wealth management from the team at Kiplinger.
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Silver Has Lost Its Shine: Buy the Dip?Silver was riding high earlier this year, but interest has waned now prices have pulled back. For the right investors, that presents interesting opportunities.
By Michael Joseph, CFA
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Cut Taxes on 401(k) Company Stock With the NUA RuleKnowing about net unrealized appreciation (the gap between what you paid for your company shares and what they're now worth) could save you thousands in taxes.
By Scott Schwitzer
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Working Remotely Abroad? What to Know About Your PaycheckIf you're going to work for a U.S. company abroad, establish your employment structure and payroll plan before you move to avoid tax and cash-flow headaches.
By Nicolás Castillo, CPA
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8 Retirement Tax Strategies Your CPA Won't ShareTax preparation calculates what you owe for the previous year, but tax planning helps lower your lifetime tax bill — and is vital for retirees with pensions.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Why Kiplinger Readers Recommend Schwab for Internet BankingCharles Schwab has won the Kiplinger Readers' Choice Awards for internet banks three years in a row. Here's why.
By Rachael Green
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How the Energy Crisis Is Changing Real Estate InvestingFrom strategic 1031 exchanges to 100% bonus depreciation and Opportunity Funds, this is how savvy investors are turning global turbulence into long-term wealth.
By Daniel Goodwin
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6 Steps to Acting as a CFO for Your Aging ParentsAs asset-rich baby boomers age, adult children are stepping into the role of Family CFO long before they inherit — managing everything from finances to estate plans.
By Adam Shell
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Does Your Charitable Giving Plan Need an Overhaul?Creating an intentional charitable giving plan allows you to align your contributions with your core values while making the most of your tax benefits.
By Marguerite Weese, JD, LL.M.
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Choosing Your Trustee: These Are the Common OptionsA friend or family member with some financial acumen might be your go-to choice, but there are some disadvantages to consider. There are also other options.
By Denise McClain, JD, CPA
