Articles tagged as

Tax Planning

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  1. Retirees: Beware of These 6 IRS Red Flags

  2. Betterment Says New Tax Algorithm Boosts Returns

  3. What's a Tax-Efficient Investment for a Large Sum?

  4. Top Tips for Retirement Account Withdrawals

  5. Affluent Clients Have Different Financial Planning Needs

  6. Top Tips for Minimizing Taxes on Social Security

  7. What's the Tax Hit on an IRA Withdrawal?

  8. When a 401(k) Hardship Withdrawal Makes Sense

  9. 5 Top Tax Concerns Clients Face

  10. How Master Limited Partnerships are Taxed

  11. 10 Little Known Ways to Reduce Your 401(k) Taxes

  12. What Advisors Need to Know about ABLE Accounts

  13. IRS Allows Mortgage Deduction for Unwed Couples

  14. Top Ways to Minimize Taxes on 401(k) Withdrawals

  15. I Maxed Out My 401(k)! Now What?

  16. How to Pay Minimal Taxes on Retirement Assets

  17. 4 Little-Known Ways to Reduce Your Property Taxes

  18. Tax Tips For the Individual Investor

  19. Mistakes to Avoid When You Own Life Insurance

  20. Captive Insurance: A Good Wealth Management Tool?

  21. 9 States Where You'll Pay the Most in Taxes

  22. Six Ways Your Tax Preparer Knows You're Lying

  23. Top Reasons to File Separately When Married

  24. ETFs and Taxes: What Investors Need to Know

  25. Save $1,000/Mo. in Your 401(k) for Less

  26. 8 Ways a Private Family Foundation Could Spark IRS Interest

  27. How to Use Client Tax Forms to Gain More Business

  28. Will the Backdoor Roth IRA be Eliminated?

  29. Top 10 Home Business Tax Tips

  30. Married Gays Are Surprised to See Bigger Tax Bills

  31. Here's the Best Way to Skirt Capital Gains Taxes

  32. Panama Papers: What Advisors Need to Know

  33. Can't Pay Your Taxes? What to Do Now

  34. OK, So I'll Be Smarter Next Tax Time

  35. Missed the Tax Return Deadline? Here's What to Do

  36. What to Know Before Moving to a Lower-Tax State

  37. How to Avoid the 6 Most Common Tax Audit Triggers

  38. Tax-Season Home Stretch: Last-Minute Deductions

  39. The Deadline for Catch-Up Contributions: April 18

  40. Simple Last-Minute Tax Tips

  41. Tax Breaks for People Over 50

  42. Tips for Tax-Efficient Retirement Plan Withdrawals

  43. Don’t Let These Overlooked Costs Ruin Your Retirement

  44. Strategies for Protecting Your Income from Taxes

  45. Top 5 Ways to Reduce Your Taxable Income

  46. These 13 States Tax Your Social Security Benefits

  47. Ten Things That You Might Not Know Are Taxable

  48. Surprise! These Items are Taxable

  49. Top Tax Deductions Not to Overlook

  50. Top Tax Strategies for Clients in a Bear Market

  51. How Social Security Benefits are Taxed

  52. Tax Breaks for Second-Home Owners

  53. What It Costs to Hire an Accountant in 2016

  54. How to Optimize Taxable Portfolios in Bear Markets

  55. Before You Visit Your Tax Preparer: Do This

  56. Confused About Estimated Tax Deadlines for 2016?

  57. The Most Overlooked Tax Deductions

  58. How to Use the IRS Website

  59. 2 Tech Stocks Near Their 52-Week Lows Worth Buying (IMOS, BCOR)

  60. How to File Your Child's First Income Tax Return

  61. What Baby Boomers Need to Know About IRA RMDs

  62. Taxes: H&R Block vs. TurboTax vs. Jackson Hewitt

  63. Jan. 31 is Sunday: Almost No Time to Duck Obamacare Penalty

  64. The Impact of 2015 Tax Extender Bill on Savers

  65. Delaying Taking Social Security: What to Consider

  66. These IRA Contributions Will Cut Your 2015 Taxes

  67. The Top 5 Municipal Bond Funds for 2016

  68. How Advisors Can Help Clients Avoid Tax Scams

  69. MLP Investors Hit with Surprise Tax Bill from IRAs

  70. Advisors: Don’t Overlook This Foreign Dividend Tax

  71. 3 Tips to Get Started on Tax-Loss Harvesting

  72. Income Relating: Who Pays More for Medicare?

  73. Estate Planning Tips for Tax-Deferred Investments

  74. Year-end Tax Planning Strategies You Need to Know

  75. 5 Most Taxing Taxes for Americans

  76. Top Year-End Financial Planning Strategies

  77. How to Dodge Big Tax Hits on Your Portfolio

  78. How To Deduct Your Job Search Expenses

  79. How to Cut Your Alternative Minimum Tax

  80. How to Reduce Real Estate Investment Taxes

  81. 3 Little-Known Ways to Reduce Your Income Tax

  82. How Much Will You Owe on Your Inheritance?

  83. State Taxes Retirees Should Know About

  84. Estate Taxes: Who's on the Hook?

  85. 5 Little Known Ways to Reduce Small Business Taxes

  86. IRA Taxes: How to Make Sure You Pay Less

  87. How & Where to File Form 1040 (And Which Version)

  88. Should You Look at 529 Plans Outside Your State?

  89. 5 States Without Sales Tax

  90. How to Deduct Your Stock Losses

  91. 10 Money-Saving Year-End Tax Tips

  92. 2016 Tax Code Changes Add Some Wiggle Room

  93. End-of-the-Year Checklist to Save on Income Taxes

  94. Why Your Tax Bracket Is Not the Tax Rate You Pay

  95. New Tax Pitfalls to Avoid in 2015

  96. After Poor Performance, Now a Mutual Fund Tax Hit?

  97. Top Tips for Deducting Stock Losses

  98. Always Keep These Tax Documents

  99. IRA Tax Mistake? You Still May Have Time to Fix It

  100. ETFs Can be Tax Efficient: Here’s How

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