Articles tagged as

Tax Planning

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

  2. What Advisors Need to Know about ABLE Accounts

  3. IRS Allows Mortgage Deduction for Unwed Couples

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

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

  6. How to Pay Minimal Taxes on Retirement Assets

  7. 4 Little-Known Ways to Reduce Your Property Taxes

  8. Tax Tips For the Individual Investor

  9. Mistakes to Avoid When You Own Life Insurance

  10. Captive Insurance: A Good Wealth Management Tool?

  11. 9 States Where You'll Pay the Most in Taxes

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

  13. Top Reasons to File Separately When Married

  14. ETFs and Taxes: What Investors Need to Know

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

  16. 8 Ways a Private Family Foundation Could Spark IRS Interest

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

  18. Will the Backdoor Roth IRA be Eliminated?

  19. Retirees: Beware of These 6 IRS Red Flags

  20. Top 10 Home Business Tax Tips

  21. Married Gays Are Surprised to See Bigger Tax Bills

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

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

  24. Panama Papers: What Advisors Need to Know

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

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

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

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

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

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

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

  32. Simple Last-Minute Tax Tips

  33. Tax Breaks for People Over 50

  34. Tips for Tax-Efficient Retirement Plan Withdrawals

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

  36. Strategies for Protecting Your Income from Taxes

  37. Top 5 Ways to Reduce Your Taxable Income

  38. These 13 States Tax Your Social Security Benefits

  39. Ten Things That You Might Not Know Are Taxable

  40. Surprise! These Items are Taxable

  41. Top Tax Deductions Not to Overlook

  42. Top Tax Strategies for Clients in a Bear Market

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

  44. How Social Security Benefits are Taxed

  45. Tax Breaks for Second-Home Owners

  46. What It Costs to Hire an Accountant in 2016

  47. How to Optimize Taxable Portfolios in Bear Markets

  48. Before You Visit Your Tax Preparer: Do This

  49. Confused About Estimated Tax Deadlines for 2016?

  50. The Most Overlooked Tax Deductions

  51. How to Use the IRS Website

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

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

  54. What Baby Boomers Need to Know About IRA RMDs

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

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

  57. The Impact of 2015 Tax Extender Bill on Savers

  58. Delaying Taking Social Security: What to Consider

  59. These IRA Contributions Will Cut Your 2015 Taxes

  60. The Top 5 Municipal Bond Funds for 2016

  61. How Advisors Can Help Clients Avoid Tax Scams

  62. MLP Investors Hit with Surprise Tax Bill from IRAs

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

  64. 3 Tips to Get Started on Tax-Loss Harvesting

  65. Income Relating: Who Pays More for Medicare?

  66. Estate Planning Tips for Tax-Deferred Investments

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

  68. 5 Most Taxing Taxes for Americans

  69. Top Year-End Financial Planning Strategies

  70. How to Dodge Big Tax Hits on Your Portfolio

  71. How To Deduct Your Job Search Expenses

  72. How to Cut Your Alternative Minimum Tax

  73. How to Reduce Real Estate Investment Taxes

  74. 3 Little-Known Ways to Reduce Your Income Tax

  75. How Much Will You Owe on Your Inheritance?

  76. State Taxes Retirees Should Know About

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

  78. 5 Little Known Ways to Reduce Small Business Taxes

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

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

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

  82. 5 States Without Sales Tax

  83. How to Deduct Your Stock Losses

  84. 10 Money-Saving Year-End Tax Tips

  85. 2016 Tax Code Changes Add Some Wiggle Room

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

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

  88. New Tax Pitfalls to Avoid in 2015

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

  90. Top Tips for Deducting Stock Losses

  91. Always Keep These Tax Documents

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

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

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

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

  96. Inversions and Transfer Pricing Will Hurt the US Economy

  97. How to Navigate Taxable Mutual Fund Distributions

  98. How ETFs May Save You Thousands

  99. How to Protect Your Portfolio from a Market Crash

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

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