Articles tagged as

Tax Planning

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  1. Confused About Estimated Tax Deadlines for 2016?

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

  3. The Impact of 2015 Tax Extender Bill on Savers

  4. Delaying Taking Social Security: What to Consider

  5. These IRA Contributions Will Cut Your 2015 Taxes

  6. The Top 5 Municipal Bond Funds for 2016

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

  8. How Advisors Can Help Clients Avoid Tax Scams

  9. MLP Investors Hit with Surprise Tax Bill from IRAs

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

  11. 3 Tips to Get Started on Tax-Loss Harvesting

  12. Income Relating: Who Pays More for Medicare?

  13. Estate Planning Tips for Tax-Deferred Investments

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

  15. 5 Most Taxing Taxes for Americans

  16. Top Year-End Financial Planning Strategies

  17. How to Dodge Big Tax Hits on Your Portfolio

  18. How To Deduct Your Job Search Expenses

  19. How to Cut Your Alternative Minimum Tax

  20. How to Reduce Real Estate Investment Taxes

  21. 3 Little-Known Ways to Reduce Your Income Tax

  22. How Much Will You Owe on Your Inheritance?

  23. 4 Little-Known Ways to Reduce Your Property Taxes

  24. State Taxes Retirees Should Know About

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

  26. 5 Little Known Ways to Reduce Small Business Taxes

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

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

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

  30. 5 States Without Sales Tax

  31. How to Deduct Your Stock Losses

  32. 10 Money-Saving Year-End Tax Tips

  33. 2016 Tax Code Changes Add Some Wiggle Room

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

  35. Before You Visit Your Tax Preparer: Do This

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

  37. How to Pay Minimal Taxes on Retirement Assets

  38. New Tax Pitfalls to Avoid in 2015

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

  40. Top Tips for Deducting Stock Losses

  41. Always Keep These Tax Documents

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

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

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

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

  46. Inversions and Transfer Pricing Will Hurt the US Economy

  47. How to Navigate Taxable Mutual Fund Distributions

  48. How ETFs May Save You Thousands

  49. How to Protect Your Portfolio from a Market Crash

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

  51. Top Strategies for Tax-Free Roth IRA Conversions

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

  53. The Best Strategies to Manage Your Stock Options

  54. How to Use Annuities for Retirement Income

  55. Top Tips to Reduce Required Minimum Distributions

  56. Your Social Security Benefits: Who Gets Taxed?

  57. How Social Security Benefits Are Estimated & Taxed

  58. Annuities and Baby Boomers: The Pros and Cons

  59. Top Annuity Tax Deferral Strategies

  60. What IRS Form 990 Tells About a Nonprofit

  61. Top Reasons to File Separately When Married

  62. What IRS Form 1023 Is Used For

  63. Late with Your Taxes? Grab IRS Form 4868

  64. What IRS Form 8949 Is For

  65. Holding Out for Capital Gains Could Be a Mistake

  66. Advisors: Warn Clients About These Audit Triggers

  67. 3 States Where Taxes Can Hammer Retirees

  68. Best Ways to Avoid RMD Tax Hits on IRAs

  69. Top Tips for Minimizing Taxes on Social Security

  70. How to Help Retirees Manage Taxes on Distributions

  71. Employers: Don't Forget IRS Form 941

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

  73. What's IRS Form 2848 Used For?

  74. Top Tips for Minimizing Taxes on Severance Pay

  75. What's IRS Form 1040 For?

  76. Top Financial Planning Strats for Unwed Couples

  77. 6 Reasons Not to Recharacterize Your Roth IRA

  78. Gay Marriage and Taxes: Everything You Should Know

  79. Why Millennials Should Invest in a Roth IRA

  80. The Benefits Of Corporate Inversion

  81. Are You Paying Too Much in Taxes?

  82. An in Depth Look at How Inheritances Are Taxed

  83. How Financial Advisors Can Woo Wealthy Clients

  84. 5 Overlooked Tax Deductions for Small Businesses

  85. 401(k) vs. Picking Stocks: What's Best?

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

  87. 10 Questions to Ask Your Estate Planning Attorney

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

  89. Gay Marriage Ruling: Its Impact on Estate Planning

  90. How to Best Navigate Taxes in Retirement

  91. 10 Little Known Ways To Reduce Your 401(k) Taxes

  92. Corporate Inversion: How It Works

  93. Top Retirement Planning Tips for Same-Sex Couples

  94. Why Muni Bonds and Bond Funds are Perfect Together

  95. Is HD Vest Financial Services Right for You?

  96. Do Financial Analysts Need Financial Advisors?

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

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

  99. 5 Estate Planning Must-Dos Before Saying "I Do"

  100. Why Doing Your Taxes is Good Retirement Planning

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