Tax-planning
Latest
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Don't Wait: Make Your Year-End Money Moves Now
Now is a great time to minimize your upcoming tax bills, get your RMDs in order and make sure your investments are on track for a prosperous new year.
By Nico Pesci Published
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10 Financial Situations Where You Might Want to Consult a Professional
There’s no shame in asking for help, especially when it comes to your finances.
By Kiplinger Advisor Collective Published
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Repeal the Death Tax? These Are the Taxing Trade-Offs
Getting rid of the death tax (aka the estate tax) might sound like a great idea, but more people could pay higher taxes under the capital gains tax regime.
By Rustin Diehl, JD, LLM Published
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Three Reasons to Consider Roth Conversions in Your Peak Earnings Years
It might seem counterintuitive, but there are scenarios in which it would make sense to lock in lower marginal tax rates.
By Evan T. Beach, CFP®, AWMA® Published
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How High Interest Rates Enhance a Type of Charitable Trust
Before interest rates are cut, potential donors might want to consider a CRAT, which optimizes benefits for both the donor and the charity when rates are higher.
By Julia Chu Published
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How a Roth Conversion Can Spare You From Medicare’s IRMAA and Taxes
If you've been a good saver and face large required minimum distributions (RMDs), then you need to plan for how to head off or limit higher Medicare premiums.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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Five Things You Must Do to Retire With Confidence
Making sure you won't run out of money once you retire starts with taking these simple but important steps.
By Stefan Greenberg, CFP®, CFS, CLTC Published
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The Secret to Supercharging Your Charitable Giving: Low Fees
What are you paying in investment and administrative fees? The less you pay, the more your money grows, and so does the impact your giving makes.
By Mark Froehlich, CPA, MBA Published
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How to Fix a Trust Dilemma to Prevent a Tax Bomb
A bypass, or AB, trust splits into two trusts when one spouse in a married couple dies, cutting the estate taxes for beneficiaries.
By John M. Goralka Published