Tax Planning

  1. 10 Little Known Ways to Reduce Your 401(k) Taxes

    These clever strategies will help you hold onto your money โ€“ so you'll have more ...
  2. What Advisors Need to Know about ABLE Accounts

    ABLE plans represent a low-cost alternative to special needs trusts, and they can ...
  3. IRS Allows Mortgage Deduction for Unwed Couples

    Single taxpayers who co-own one or more of their homes with another person can now ...
  4. Top Ways to Minimize Taxes on 401(k) Withdrawals

    Maximizing your retirement savings is essential to a secure retirement, and a part ...
  5. I Maxed Out My 401(k)! Now What?

    Fear not: There are smart ways to ensure that your retirement nest egg keeps growing.
  6. How to Pay Minimal Taxes on Retirement Assets

    Withdrawing and spending during retirement can be complicated. Here are some tips ...
  1. Liberty Tax Stock Declines Ahead of Q4 Earnings ...

    Wall Street expects the tax preparation services firm to deliver a year-over-year ...
  2. Tax-Free Income Funds You Should Shortlist (FKTFX, ...

    Looking for holdings for the fixed-income portion of your investment portfolio? These ...
  3. Corporate Inversion: How It Works

    Large corporations are making all kinds of moves to decrease expenses and increase ...
  4. Vanguard Readies Muni Bond ETF

    Vanguard is set to roll out a muni bond ETF, the firm's first.
  5. 'Tis The Season For Tax-Loss Harvesting

    With the end of the year upon investors are looking for ways to reduce their tax ...
  6. Top 2014 Muni Bond ETFs

    April 15 came and went, but the memory of how much of your pay the IRS helped itself ...
  1. Bitcoin IRS Tax Guide For Individual Filers

    The is the most comprehensive analysis to date about the IRS tax guidance on virtual ...
  1. How can I fund A Roth IRA if my income is too high to make direct contributions?

    Roth IRAs are not available to you if you are a high income earner โ€“ unless you use the following strategy.
  2. Can moving to a higher tax bracket cause me to have a lower net income?

    Many people think that when their income increases by enough to push them into a higher tax bracket, their overall take-home ...
  3. What are the Best Ways to Lower My Taxable Income?

    Paying taxes is an unavoidable obligation each year, but individuals and business owners can take advantage of various strategies ...
  4. How Long Should I Keep My Tax Records?

    Having the right information available when the IRS calls can save you considerable time, money and stress. Learn how long ...
  1. IRS Special Enrollment Examination (SEE) Study Guide

    The enrolled agent status is the highest credential awarded by the IRS.
  1. Six Ways Your Tax Preparer Knows You're Lying

    An experienced tax preparer can usually sense when a customer is providing fraudulent ...
  2. Top 10 Home Business Tax Tips

    Starting a home business means new tax breaks you can claim - just make sure you're ...
  3. 5 Tax(ing) Retirement Mistakes

    Avoiding these five common tax mistakes can really pay off on your way to retirement ...
Hot Definitions
  1. 403(b) Plan

    A retirement plan for certain employees of public schools, tax-exempt organizations and certain ministers. Generally, retirement ...
  2. Master Of Business Administration - MBA

    A graduate degree achieved at a university or college that provides theoretical and practical training to help graduates ...
  3. Liquidity Event

    An event that allows initial investors in a company to cash out some or all of their ownership shares and is considered an ...
  4. Job Market

    A market in which employers search for employees and employees search for jobs. The job market is not a physical place as ...
  5. Yuppie

    Yuppie is a slang term denoting the market segment of young urban professionals. A yuppie is often characterized by youth, ...
  6. SEC Form 13F

    A filing with the Securities and Exchange Commission (SEC), also known as the Information Required of Institutional Investment ...
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