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10 Ways to Increase Your After-Tax Investment Returns
investing Your investments could be doing great, but if you’re not minimizing your taxes on them, you’re throwing money out the window. Here are 10 tax-smart ways to optimize your investments.
Don’t Assume You’ll Pay Less in Taxes in Retirement
tax planning Plan now for the taxes of tomorrow. Here are some ways to limit them, stretching your income further throughout your retirement years.
By Joseph Donti, Investment Adviser Representative Publishedtax planning
Charitable Givers Dodge Draconian Parts of the Biden Tax Plan (So Far)
tax planning Still, here’s what you need to know about charitable giving, as well as potential changes to capital gains tax rates and estate taxes, under several proposals being shopped around on Capitol Hill.
By Lawson Bader Publishedtax planning
High Earners and Successful Savers: What Is Your Tax Plan for the Future?
tax planning We’re experiencing historically low tax rates right now, so what can you do to plan ahead? In the near future, tax planning could become the most important part of your financial plan.
By Jammie Avila, Registered Representative Publishedtax planning
Generation-Skipping Transfer Tax Basics
tax planning If your estate is big enough, you should know how generation-skipping transfer taxes work, and how to avoid paying more than you must.
By Timothy Barrett, Trust Counsel Publishedtax planning
Tax Planning Opportunities You Might Not Be Aware Of
tax planning To save on taxes over all your years, not just right now, try these four different strategies.
By Adam Lampe Publishedtax planning
Cash-Rich States Lower Taxes
Tax Breaks The economic turnaround sparked a wave of cuts in state tax rates. But some say the efforts could backfire.
By Sandra Block PublishedTax Breaks
The RMD Solution to the Hassle of Filing Estimated Taxes in Retirement
required minimum distributions (RMDs) If you don't need the money to live on, wait until December to take your RMD and ask the sponsor to withhold a big chunk for the IRS.
By Rocky Mengle Publishedrequired minimum distributions (RMDs)
Are You Taking Advantage of the Current ‘Tax Holiday’?
tax planning The tax picture is scheduled to change in the not-too-distant future, so now is a good time to make some moves to capitalize.
By Kurt Fillmore, Investment Adviser Publishedtax planning
3 Ways to Avoid a Big Fat Tax Surprise in April
tax planning High-earning executives getting stock awards and bonuses in 2021 need to be prepared for the tax bills that will come with them. Here’s how to head off a tax nightmare.
By Ryan Halpern, CPA, CFP® Publishedtax planning