Tax-planning
Latest
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Want to Turn Your Tax Bill Into a Refund? What to Do Now
A few easy steps can help you avoid writing a check to the IRS. And if your most recent refund was a whopper, you might want to consider a few adjustments.
By Isaac Morris Published
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Election Could Reshape Opportunity Zones and 1031 Exchanges
Trump and Harris have divergent approaches to qualified opportunity zones and 1031 exchanges. See how each could fare under their administrations.
By Daniel Goodwin Published
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Five Windows of Opportunity for Roth Conversions
When you convert a traditional IRA to a Roth IRA matters if you want to limit how much you pay in taxes.
By Aaron Argiso, CFP® Published
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Should You Change Your Estate Plan Before the Election?
You might need to modify your estate plan before the election — or at least before a new administration.
By Tom Taulli Published
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When Should Retirees Consider a Donor-Advised Fund?
Charitable giving in retirement isn't right for everybody. But in certain situations, a tax-efficient donor-advised fund (DAF) may be well worth considering.
By Evan T. Beach, CFP®, AWMA® Published
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This Trust Strategy Can Reduce Your Taxes Big-Time
Upstream basis planning can help younger wealthy people pay less taxes on highly appreciated assets if they appoint an aging relative as a trust beneficiary.
By Rustin Diehl, JD, LLM Published
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Six New Tax Credits in Harris' Economic Plan: What to Know
Election 2024 Democratic nominee, Vice President Kamala Harris has proposed several tax breaks.
By Kelley R. Taylor Last updated
Election 2024 -
Five Tax Strategies to Preserve Your Retirement Savings
From Roths to HSAs to creative Social Security timing, retirees have many options to minimize their taxes. You might be surprised what a difference it can make.
By Steve Reder Published
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Have a DAF? How You Invest Can Make a Big Difference
Designing the right portfolio for your donor-advised fund depends on the giving strategy you choose. Here are some scenarios to help with that.
By Adam Nash Published