Tax Planning

  1. Affluent Clients Have Different Financial Planning ...

    Financial advisors must keep in mind that affluent clients have different planning ...
  2. Eliminating Taxes on Your Social Security Benefits

    Two things in life are certain: death and taxes. But what if you could reduce, or ...
  3. Top Tips for Minimizing Taxes on Social Security

    Social Security benefits are taxable under certain circumstances. Here are some ways ...
  4. Start Your Year-End Financial Planning Now

    Taking the time to review your year-end financial planning should be an important ...
  5. What's the Tax Hit on an IRA Withdrawal?

    How much taxes you'll pay on IRA withdrawals depends on a variety of factors. Use ...
  6. When a 401(k) Hardship Withdrawal Makes Sense

    If you've exhausted all other avenues, there are ways to withdraw funds before age ...
  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 – 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. North American Free Trade Agreement - NAFTA

    A regulation implemented on Jan. 1, 1994, that decreased and eventually eliminated tariffs to encourage economic activity ...
  2. Trickle-Down Theory

    An economic idea which states that decreasing marginal and capital gains tax rates - especially for corporations, investors ...
  3. Derivative

    A security with a price that is dependent upon or derived from one or more underlying assets.
  4. Fiduciary

    A fiduciary is a person who acts on behalf of another person, or persons to manage assets.
  5. Sharpe Ratio

    The Sharpe Ratio is a measure for calculating risk-adjusted return, and this ratio has become the industry standard for such ...
  6. Death Taxes

    Taxes imposed by the federal and/or state government on someone's estate upon their death. These taxes are levied on the ...
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