Articles tagged as

Tax Planning

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  1. How to Pay Minimal Taxes on Retirement Assets

  2. 4 Little-Known Ways to Reduce Your Property Taxes

  3. Tax Tips For the Individual Investor

  4. Mistakes to Avoid When You Own Life Insurance

  5. Captive Insurance: A Good Wealth Management Tool?

  6. 9 States Where You'll Pay the Most in Taxes

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

  8. Top Reasons to File Separately When Married

  9. ETFs and Taxes: What Investors Need to Know

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

  11. 8 Ways a Private Family Foundation Could Spark IRS Interest

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

  13. Will the Backdoor Roth IRA be Eliminated?

  14. Retirees: Beware of These 6 IRS Red Flags

  15. Top 10 Home Business Tax Tips

  16. Married Gays Are Surprised to See Bigger Tax Bills

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

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

  19. Panama Papers: What Advisors Need to Know

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

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

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

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

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

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

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

  27. Simple Last-Minute Tax Tips

  28. Tax Breaks for People Over 50

  29. Tips for Tax-Efficient Retirement Plan Withdrawals

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

  31. Strategies for Protecting Your Income from Taxes

  32. Top 5 Ways to Reduce Your Taxable Income

  33. These 13 States Tax Your Social Security Benefits

  34. Ten Things That You Might Not Know Are Taxable

  35. Surprise! These Items are Taxable

  36. Top Tax Deductions Not to Overlook

  37. Top Tax Strategies for Clients in a Bear Market

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

  39. How Social Security Benefits are Taxed

  40. Tax Breaks for Second-Home Owners

  41. What It Costs to Hire an Accountant in 2016

  42. How to Optimize Taxable Portfolios in Bear Markets

  43. Before You Visit Your Tax Preparer: Do This

  44. Confused About Estimated Tax Deadlines for 2016?

  45. The Most Overlooked Tax Deductions

  46. How to Use the IRS Website

  47. 2 Tech Stocks Near Their 52-Week Lows Worth Buying (IMOS, BCOR)

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

  49. What Baby Boomers Need to Know About IRA RMDs

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

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

  52. The Impact of 2015 Tax Extender Bill on Savers

  53. Delaying Taking Social Security: What to Consider

  54. These IRA Contributions Will Cut Your 2015 Taxes

  55. The Top 5 Municipal Bond Funds for 2016

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

  57. How Advisors Can Help Clients Avoid Tax Scams

  58. MLP Investors Hit with Surprise Tax Bill from IRAs

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

  60. 3 Tips to Get Started on Tax-Loss Harvesting

  61. Income Relating: Who Pays More for Medicare?

  62. Estate Planning Tips for Tax-Deferred Investments

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

  64. 5 Most Taxing Taxes for Americans

  65. Top Year-End Financial Planning Strategies

  66. How to Dodge Big Tax Hits on Your Portfolio

  67. How To Deduct Your Job Search Expenses

  68. How to Cut Your Alternative Minimum Tax

  69. How to Reduce Real Estate Investment Taxes

  70. 3 Little-Known Ways to Reduce Your Income Tax

  71. How Much Will You Owe on Your Inheritance?

  72. State Taxes Retirees Should Know About

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

  74. 5 Little Known Ways to Reduce Small Business Taxes

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

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

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

  78. 5 States Without Sales Tax

  79. How to Deduct Your Stock Losses

  80. 10 Money-Saving Year-End Tax Tips

  81. 2016 Tax Code Changes Add Some Wiggle Room

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

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

  84. New Tax Pitfalls to Avoid in 2015

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

  86. Top Tips for Deducting Stock Losses

  87. Always Keep These Tax Documents

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

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

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

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

  92. Inversions and Transfer Pricing Will Hurt the US Economy

  93. How to Navigate Taxable Mutual Fund Distributions

  94. How ETFs May Save You Thousands

  95. How to Protect Your Portfolio from a Market Crash

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

  97. Top Strategies for Tax-Free Roth IRA Conversions

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

  99. The Best Strategies to Manage Your Stock Options

  100. How to Use Annuities for Retirement Income

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