Tax-planning
Latest
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Plan Now, Save on Taxes Later: Tax Law Reset Is Coming
Don’t let the sunsetting of provisions in the Tax Cuts and Jobs Act catch you off guard. Here are some ways to take advantage of lower tax rates now.
By William Thatcher Published
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How Regular Families Could Be Affected if Tax Cuts Expire
You don’t have to have a large estate to see a significant impact on your taxes once provisions in the 2017 Tax Cuts and Jobs Act sunset (if Congress doesn’t act).
By Timothy Barrett, Trust Counsel Published
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Do You Have at Least $1 Million in Tax-Deferred Investments?
If the answer is yes, then this article is for you. Find out how you can keep more of that $1 million for yourself and away from Uncle Sam.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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A Few Year-End Tax Moves to Make by New Year’s Eve
Tax Planning Before you ring in the new year, consider some year-end tax strategies that can reduce your tax liability.
By Kelley R. Taylor Last updated
Tax Planning -
Three Ways to Make the Most of Your Year-End Giving
Understanding how to maximize your charitable donations can help you stay on budget and help the causes you are passionate about.
By Tony Drake, CFP®, Investment Advisor Representative Published
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Four Tips to Keep Your Wealth Transfer on Track
Incorporating family legacy planning into your financial plan is crucial to ensure the next generation knows how to serve as good stewards of the family’s wealth.
By Krysta Dos Santos, CFP® Published
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Three Ways You Can Cut the Tax Stress of RMDs
You have to take them, but there are strategies you can apply to prevent required minimum distributions (RMDs) from stressing you out in retirement.
By Robert A. Guy, RICP® Published
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Five Overlooked Factors When Planning for Retirement
Not only can taxes, inflation and health care costs catch you unprepared in retirement, but so can the costs of supporting others and paying for the fun stuff.
By Tory Reiss Published
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If You Give to Charity, ‘Bunching’ Could Save You Thousands
This simple tax strategy, using a donor-advised fund (DAF), lets taxpayers who don’t normally qualify for itemized deductions access the charitable deduction.
By Adam Nash Published