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Tax Withholding Changes Can Boost Your Paycheck Now and Avoid Penalties Later
There's still time to submit a new Form W-4 to change your tax withholding for the rest of the year.
6 RMD Changes We Could See This Year
Making Your Money Last Congress is considering two bills that would make major changes to required minimum distributions. Could your RMDs be affected?
By Rocky Mengle Last updatedMaking Your Money Last
Big Changes to the Saver's Credit Could Be on the Way
Tax Breaks Congress is considering legislation that would turn the Saver's Credit into a government match to your retirement plan contributions.
By Rocky Mengle PublishedTax Breaks
Earn $500,000 in 2021? You May Still Have Time to Reduce 2021 Taxes
tax planning Some high-earning entrepreneurs and business owners have until Sept. 15 or even Oct. 15 to ramp up their retirement savings and possibly save big on their taxes at the same time.
By Maggie Rapplean, CFP® Publishedtax planning
Tax Planning Shouldn’t Be an Afterthought
tax planning There are plenty of things you can do right now to help reduce what could be one of your biggest expenses in retirement. So what are you waiting for?
By Chris Harlow, CPA, Investment Adviser Representative Publishedtax planning
Getting Married? Let's Talk Taxes
Getting Married Taxes are different when you're married vs. single. Get up-to-speed now on the tax changes you'll see after tying the knot.
By Rocky Mengle PublishedGetting Married
5 Unexpected Insights from Your Tax Return
tax planning Before you box up your tax return for your files, give it one last look for these five missed opportunities. It could save you money next year.
By Julia Vanzler, CFP® CPWA® Publishedtax planning
Medical Professionals: It’s Not Too Late to Save on Your Taxes
tax planning If your income rebounded in 2021, consider these four investment and tax-saving moves now. While most of these strategies apply to 2022 and beyond, one could even reduce your tax bill for 2021.
By Jason R. Cross, CFP®, CTFA Publishedtax planning
Are You Maximizing Your Tax-Exempt Bucket?
tax planning Remember the child’s game hide-and- seek? As adults, most of us are still playing it. The difference is this time it’s with the IRS.
By Stephen B. Dunbar III, JD, CLU Publishedtax planning
3 Tax-Efficient Strategies to Help Maximize Your Retirement Income
tax planning Sometimes less income is a good thing! Here are three ways to help control your income in retirement and get a grip on the taxes you’ll pay.
By Neil Fenning Publishedtax planning