Articles tagged as

Tax Planning

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  1. Affluent Clients Have Different Financial Planning Needs

  2. Top Tips for Minimizing Taxes on Social Security

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

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

  5. 5 Top Tax Concerns Clients Face

  6. How Master Limited Partnerships are Taxed

  7. 10 Little Known Ways to Reduce Your 401(k) Taxes

  8. What Advisors Need to Know about ABLE Accounts

  9. IRS Allows Mortgage Deduction for Unwed Couples

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

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

  12. How to Pay Minimal Taxes on Retirement Assets

  13. 4 Little-Known Ways to Reduce Your Property Taxes

  14. Tax Tips For the Individual Investor

  15. Mistakes to Avoid When You Own Life Insurance

  16. Captive Insurance: A Good Wealth Management Tool?

  17. 9 States Where You'll Pay the Most in Taxes

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

  19. Top Reasons to File Separately When Married

  20. ETFs and Taxes: What Investors Need to Know

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

  22. 8 Ways a Private Family Foundation Could Spark IRS Interest

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

  24. Will the Backdoor Roth IRA be Eliminated?

  25. Retirees: Beware of These 6 IRS Red Flags

  26. Top 10 Home Business Tax Tips

  27. Married Gays Are Surprised to See Bigger Tax Bills

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

  29. Panama Papers: What Advisors Need to Know

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

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

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

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

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

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

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

  37. Simple Last-Minute Tax Tips

  38. Tax Breaks for People Over 50

  39. Tips for Tax-Efficient Retirement Plan Withdrawals

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

  41. Strategies for Protecting Your Income from Taxes

  42. Top 5 Ways to Reduce Your Taxable Income

  43. These 13 States Tax Your Social Security Benefits

  44. Ten Things That You Might Not Know Are Taxable

  45. Surprise! These Items are Taxable

  46. Top Tax Deductions Not to Overlook

  47. Top Tax Strategies for Clients in a Bear Market

  48. How Social Security Benefits are Taxed

  49. Tax Breaks for Second-Home Owners

  50. What It Costs to Hire an Accountant in 2016

  51. How to Optimize Taxable Portfolios in Bear Markets

  52. Before You Visit Your Tax Preparer: Do This

  53. Confused About Estimated Tax Deadlines for 2016?

  54. The Most Overlooked Tax Deductions

  55. How to Use the IRS Website

  56. 2 Tech Stocks Near Their 52-Week Lows Worth Buying (IMOS, BCOR)

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

  58. What Baby Boomers Need to Know About IRA RMDs

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

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

  61. The Impact of 2015 Tax Extender Bill on Savers

  62. Delaying Taking Social Security: What to Consider

  63. These IRA Contributions Will Cut Your 2015 Taxes

  64. The Top 5 Municipal Bond Funds for 2016

  65. How Advisors Can Help Clients Avoid Tax Scams

  66. MLP Investors Hit with Surprise Tax Bill from IRAs

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

  68. 3 Tips to Get Started on Tax-Loss Harvesting

  69. Income Relating: Who Pays More for Medicare?

  70. Estate Planning Tips for Tax-Deferred Investments

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

  72. 5 Most Taxing Taxes for Americans

  73. Top Year-End Financial Planning Strategies

  74. How to Dodge Big Tax Hits on Your Portfolio

  75. How To Deduct Your Job Search Expenses

  76. How to Cut Your Alternative Minimum Tax

  77. How to Reduce Real Estate Investment Taxes

  78. 3 Little-Known Ways to Reduce Your Income Tax

  79. How Much Will You Owe on Your Inheritance?

  80. State Taxes Retirees Should Know About

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

  82. 5 Little Known Ways to Reduce Small Business Taxes

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

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

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

  86. 5 States Without Sales Tax

  87. How to Deduct Your Stock Losses

  88. 10 Money-Saving Year-End Tax Tips

  89. 2016 Tax Code Changes Add Some Wiggle Room

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

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

  92. New Tax Pitfalls to Avoid in 2015

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

  94. Top Tips for Deducting Stock Losses

  95. Always Keep These Tax Documents

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

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

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

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

  100. Inversions and Transfer Pricing Will Hurt the US Economy

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