Latest
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5 Tax-Smart Charitable Giving Strategies for Retirees
There’s still time this year to do well by doing good, and there are still tax advantages to be had in charitable donations by retirees. Act soon, though!
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How to Invest in Qualified Opportunity Zones: Step-By-Step
An expert in QOZ programs walks us through how to benefit from some significant tax-deferral opportunities (and, if you hold your investment long enough, tax-free gains!).
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What Are Qualified Opportunity Zones? Important Details for Investors
real estate investing Investing in blighted or up-and-coming “opportunity zones” offers some significant tax-deferral opportunities, and if you hold your investment for 10 years, your gains could be 100% tax free.
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In What Order Should You Tap Your Retirement Funds?
retirement planning Should you go with your IRA first or your brokerage account? Pulling money haphazardly can have negative implications. Instead follow this road map for tax-smart withdrawals.
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Qualified Opportunity Zones vs. 1031 Exchanges
real estate investing When it comes to real estate investing through qualified opportunity zones and 1031 exchanges, inquiring minds want to know which one is right for them.
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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.
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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.
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Do You Have a Retirement Plan, or Just a Bunch of Uncoordinated Accounts?
retirement planning There’s a difference between having a portfolio of investments, savings and other assets and understanding why you have them and what purpose they are serving in your overall retirement plan.
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I Love Roth IRAs and Roth Conversions!
Roth IRAs Roth IRAs truly are a gift from the government, but many people haven’t taken Uncle Sam up on them. Now is a great time to do just that. Here’s why.
Roth IRAs
