Latest
-
Is It Too Late to Do a Roth Conversion if You're Retired?
The short answer is: Not at all. Roth conversions can be great tax-saving strategies … for the right people. Are you a good candidate?
-
Six Ways High-Income Earners Can Optimize Their Tax Strategy
Reduce your tax liabilities by following these expert-recommended tips.
-
Here's Why You Shouldn't Put All Your Money Into Roth IRAs
Converting a tax-deferred account to a Roth can be a good strategy for lowering future taxes, but moving all of your money at once is typically not recommended.
-
Three Advantages of These Underrated Accounts for Retirees
Using taxable accounts for some retirement savings in the 10 years before and after retirement can give you greater flexibility and benefit your heirs.
-
Don't Wait to Lock In High Estate and Gift Tax Exemptions
One of the most sweeping changes to U.S. tax code in modern history could be on the horizon. Now is the time to maximize the legacy you leave your loved ones.
-
Six Steps to Plan Your Charitable Giving
If you have money to give to causes you care about, a planned giving strategy can help boost the impact of your donations. Consider these steps to get started.
-
The Tax Rules to Consider Before Buying an Annuity
Annuities can play a valuable role in your retirement plan — as long as the tax implications have been properly factored in. Here's an outline of the key rules.
-
What You Need to Know About Taxes in a Gray Divorce
If you're not careful about how assets are divided or sold, you could get hit with a big tax bill.
-
Focus on These Five Critical Areas in Retirement Planning
Worried about how you'll pay for your retirement? It can help to structure your finances around five key areas: taxes, income, medical, legacy and investments.
