Latest
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Three Charitable Giving Strategies for High-Net-Worth Individuals
If you have $1 million or more saved for retirement, these charitable giving strategies can help you give efficiently and save on taxes.
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The Wealth-Building Powers of Health Savings Accounts (HSAs)
Health savings accounts could be the most underutilized wealth-building tool out there. Here’s who should use them and how to maximize their benefits.
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One Good Way to Withdraw Retirement Assets (and a Bad One)
Don't withdraw retirement assets haphazardly. Managing distributions intentionally can lower your taxes, conserve your wealth and reduce Medicare premiums.
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What Is Capital Gains Tax Deferral?
Spoiler alert: It's the secret weapon of savvy real estate investors. Here's how it works and details about the tools you need to do it.
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Don't Leave Your Heirs an IRA Tax Bomb
Your traditional IRA has served you well, but when your heirs inherit it, watch out. Consider some of these strategies to minimize their tax burdens.
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Five Ways to Maximize Your End-of-Year Philanthropy
To do the most good, pick the right charity, be smart about how you donate and consider giving something just as valuable as money: your time.
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Tax Software vs a Tax Professional: Which Should You Choose?
The simple answer is a question: How complex are your taxes? Here's how you can decide whether you can go the easy route or need the help of a pro.
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The Key to Choosing the Right Annuity: Do Your Homework
Here are some of the pros and cons of annuities, along with an explanation of the different types. Which might work for you?
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Three Reasons Why Your Adviser Won't Talk Taxes
Financial advice and tax advice go hand in hand — or at least they should. But a lot of times, they don't. Here's why and what to watch out for.
