Latest
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How Will the 2024 Election Affect Your Retirement?
Investors should expect volatility but also try not to overreact to news. To prepare, focus now on tax minimization, protecting your portfolio and more.
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Saving to Be a 401(k) Millionaire? Plan for Taxes Now
Your tax bite in retirement could be excruciating. Here's why super savers need to get serious about protecting themselves.
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Considering a 721 Exchange? Adopt a Buyer Beware Mindset
Having a tax-smart exit strategy for your real estate investment is a great idea, but if a 721 exchange is part of your plan, here's what you need to consider.
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Five December 31 Tax Deadlines for Retirees
The end of the year will be here before you know it, so it might be a good idea to start thinking soon about what you need to do for taxes before it arrives.
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Tax Efficiency Mastery for Financial Success
As you build your wealth, tax considerations are going to become more important in protecting your earnings and staying in good standing with tax authorities.
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How Trump and Harris Might Handle Expiring TCJA Tax Cuts
Election 2024 Many key provisions of the TCJA will expire soon. Here’s why it matters during the 2024 election cycle.
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Three Reasons You Need to Use a 529 Plan (and Two Reasons You Don't)
Tax benefits and a Roth IRA feature make 529 college savings plans attractive, but they're not a one-size-fits-all option.
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Five Considerations About Municipal Bonds if Tax Cuts Sunset
Tax rates are set to revert to 2017 levels after 2025, so now is the time to revisit your muni strategy and plan for optimized portfolio adjustments.
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12 Education Tax Credits and Deductions
Education Education tax credits and deductions are available for college savings, current students, and college graduates.
Education
