Latest
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Do You Have a Retirement Plan, or Just a Bunch of Uncoordinated Accounts?
retirement planning There’s a difference between having a portfolio of investments, savings and other assets and understanding why you have them and what purpose they are serving in your overall retirement plan.
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Everyone Is Talking about Roth IRA Conversions – Here’s Why
Roth IRA Conversions Two reasons to consider a Roth conversion now, plus some traps to avoid.
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The Clock Is Ticking: Take Advantage of Low Tax Rates Now
tax planning Three strategies to consider that might help limit your taxes now and throughout retirement.
tax planning -
What Women Should Know about Post-Divorce Tax Planning
Divorce Divorce brings many changes, especially when it comes to finances. Here’s a roundup of some critical tax issues to consider.
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How to Cut Your 2021 Tax Bill
Tax Breaks Our guidance could help you claim a higher refund or reduce the amount you owe.
Tax Breaks -
Is This the Year to Lower Your Taxes While Helping the Environment?
real estate investing Going solar, whether for your home or for a commercial project, can bring along with it powerful tax credits for the next several years.
real estate investing -
How the Latest Biden/House Tax Proposal Affects Millionaire Retirees
tax planning The current version of the Build Back Better plan shouldn’t be that scary for retirees with a net worth of $1 million to $5 million. In fact, there could be a pleasant surprise or two for them.
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Failing to Plan for Taxes Could Mean Planning to Fail in Retirement
tax planning If the bulk of your retirement savings is in a traditional IRA or 401(k) or other tax-deferred account, you’ve got a problem. The good news is, there are plenty of things you can do about it.
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QCDs: A Great Way to Give Yourself (and the Charities You Love) a Gift This Year
Charity Why you should consider using your annual IRA distribution to make a qualified charitable distribution.
Charity
