Tax Cuts and Jobs Act of 2017

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Kamala Harris's Tax Policy Proposals

Politics Since she could be a heartbeat away from the presidency next year, you might want to know where Kamala Harris stands on taxes.

Politics

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  Before You Do a 1031 Exchange, Consider These 4 Alternative Investment Options

  real estate investing 1031 exchange investors have multiple choices – not just direct ownership of an income property.

  By Dwight Kay Published 27 July 20

  real estate investing
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  Nearing Retirement? Take Another Look at Roth Conversions

  Roth IRAs Due to lower tax rates and the recently passed SECURE Act, those nearing retirement should consider a Roth conversion.

  By Daniel Fan, J.D., LL.M., CFP Published 23 July 20

  Roth IRAs
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  Even in Good Times, a ‘Silent Stalker’ Can Raid Your Retirement Plan

  long term care insurance Chances are you or your spouse will need long-term care at some point … and it isn’t cheap. A look at the options reveals one interesting possibility: hybrid long-term care insurance.

  By Reid Abedeen Published 14 July 20

  long term care insurance
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  5 Strategies to Help You Hold on to More of Your Money in Retirement

  Making Your Money Last Some savvy retirees could pay 0% in capital gains taxes if they manage their incomes right. Others could avoid paying hidden Medicare taxes with the help of Roth IRA conversions. It’s all about tax planning.

  By Troy Sharpe, Certified Financial Planner Published 13 May 20

  Making Your Money Last
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  The Gray Area in Gray Divorce

  retirement Going through a divorce in your 50s or beyond can be especially complicated and fraught with financial implications. There are two areas in particular you need to be prepared for: taxation of alimony and updating your estate plan.

  By Grant Rawdin, J.D., CFP® Published 6 March 20

  retirement
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  Tax Planning Strategies for the 1% Are a Gamble

  taxes Families with $30 million to $60 million in low-cost-basis assets must put their chips down on one of two bets: Count on the current high federal estate tax exclusion amounts being extended or wager that they will sunset in 2026.

  By Timothy Barrett, Trust Counsel Published 13 February 20

  taxes
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  Taxpayers Weigh In on the New Tax Law

  taxes A Kiplinger-Barclays poll shows that most Americans aren't feeling a financial boost from the tax overhaul.

  By the editors of Kiplinger's Personal Finance Published 6 February 20

  taxes
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  Don't Just Give, Give Smarter

  retirement Many people give to charities at the end of the year in a mad scramble that ends up leaving tax benefits on the table. There's a better way. Here are three beginning-of-the-year tips to benefit your causes and cut your taxes too.

  By Jaime Eckels, CFP Published 3 February 20

  retirement
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  You Still Have Time to Save on Your Taxes

  taxes Start now to take advantage of all of the tax breaks available to you.

  By Sandra Block Published 30 January 20

  taxes