Articles tagged as

Tax Planning

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  1. What Baby Boomers Need to Know About IRA RMDs

  2. Confused About Estimated Tax Deadlines for 2016?

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

  4. The Impact of 2015 Tax Extender Bill on Savers

  5. Delaying Taking Social Security: What to Consider

  6. These IRA Contributions Will Cut Your 2015 Taxes

  7. The Top 5 Municipal Bond Funds for 2016

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

  9. How Advisors Can Help Clients Avoid Tax Scams

  10. MLP Investors Hit with Surprise Tax Bill from IRAs

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

  12. 3 Tips to Get Started on Tax-Loss Harvesting

  13. Income Relating: Who Pays More for Medicare?

  14. Estate Planning Tips for Tax-Deferred Investments

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

  16. 5 Most Taxing Taxes for Americans

  17. Top Year-End Financial Planning Strategies

  18. How to Dodge Big Tax Hits on Your Portfolio

  19. How To Deduct Your Job Search Expenses

  20. How to Cut Your Alternative Minimum Tax

  21. How to Reduce Real Estate Investment Taxes

  22. 3 Little-Known Ways to Reduce Your Income Tax

  23. How Much Will You Owe on Your Inheritance?

  24. 4 Little-Known Ways to Reduce Your Property Taxes

  25. State Taxes Retirees Should Know About

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

  27. 5 Little Known Ways to Reduce Small Business Taxes

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

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

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

  31. 5 States Without Sales Tax

  32. How to Deduct Your Stock Losses

  33. 10 Money-Saving Year-End Tax Tips

  34. 2016 Tax Code Changes Add Some Wiggle Room

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

  36. Before You Visit Your Tax Preparer: Do This

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

  38. How to Pay Minimal Taxes on Retirement Assets

  39. New Tax Pitfalls to Avoid in 2015

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

  41. Top Tips for Deducting Stock Losses

  42. Always Keep These Tax Documents

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

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

  45. Are The Wealthy Better Served By Trusts Or Wills?

  46. Taxes in New York for Small Business: The Basics

  47. Inversions and Transfer Pricing Will Hurt the US Economy

  48. How to Navigate Taxable Mutual Fund Distributions

  49. How ETFs May Save You Thousands

  50. How to Protect Your Portfolio from a Market Crash

  51. Here's How to Deduct Your Stock Losses From Your Tax Bill

  52. Top Strategies for Tax-Free Roth IRA Conversions

  53. Hire Your Kids at Your Small Business – Here's Why

  54. The Best Strategies to Manage Your Stock Options

  55. How to Use Annuities for Retirement Income

  56. Top Tips to Reduce Required Minimum Distributions

  57. Your Social Security Benefits: Who Gets Taxed?

  58. How Social Security Benefits Are Estimated & Taxed

  59. Annuities and Baby Boomers: The Pros and Cons

  60. Top Annuity Tax Deferral Strategies

  61. What IRS Form 990 Tells About a Nonprofit

  62. Top Reasons to File Separately When Married

  63. What IRS Form 1023 Is Used For

  64. Late with Your Taxes? Grab IRS Form 4868

  65. What IRS Form 8949 Is For

  66. Holding Out for Capital Gains Could Be a Mistake

  67. Advisors: Warn Clients About These Audit Triggers

  68. 3 States Where Taxes Can Hammer Retirees

  69. Best Ways to Avoid RMD Tax Hits on IRAs

  70. Top Tips for Minimizing Taxes on Social Security

  71. How to Help Retirees Manage Taxes on Distributions

  72. Employers: Don't Forget IRS Form 941

  73. What's the Purpose of IRS Form 1065?

  74. What's IRS Form 2848 Used For?

  75. Top Tips for Minimizing Taxes on Severance Pay

  76. What's IRS Form 1040 For?

  77. Top Financial Planning Strats for Unwed Couples

  78. 6 Reasons Not to Recharacterize Your Roth IRA

  79. Gay Marriage and Taxes: Everything You Should Know

  80. Why Millennials Should Invest in a Roth IRA

  81. The Benefits Of Corporate Inversion

  82. Are You Paying Too Much in Taxes?

  83. An in Depth Look at How Inheritances Are Taxed

  84. How Financial Advisors Can Woo Wealthy Clients

  85. 5 Overlooked Tax Deductions for Small Businesses

  86. 401(k) vs. Picking Stocks: What's Best?

  87. Vanguard's Robo-Advisor: Tailored to Boomers

  88. 10 Questions to Ask Your Estate Planning Attorney

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

  90. Gay Marriage Ruling: Its Impact on Estate Planning

  91. How to Best Navigate Taxes in Retirement

  92. 10 Little Known Ways To Reduce Your 401(k) Taxes

  93. Corporate Inversion: How It Works

  94. Top Retirement Planning Tips for Same-Sex Couples

  95. Why Muni Bonds and Bond Funds are Perfect Together

  96. Is HD Vest Financial Services Right for You?

  97. Do Financial Analysts Need Financial Advisors?

  98. Muni Bonds, Taxable Bonds or CDs: Which is Best?

  99. Top Tax Issues For High-Net-Worth Individuals

  100. 5 Estate Planning Must-Dos Before Saying "I Do"

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