Articles tagged as

Tax Planning

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  1. Married Gays Are Surprised to See Bigger Tax Bills

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

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

  4. Panama Papers: What Advisors Need to Know

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

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

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

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

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

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

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

  12. Simple Last-Minute Tax Tips

  13. Tax Breaks for People Over 50

  14. Tips for Tax-Efficient Retirement Plan Withdrawals

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

  16. Strategies for Protecting Your Income from Taxes

  17. Top 5 Ways to Reduce Your Taxable Income

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

  19. These 13 States Tax Your Social Security Benefits

  20. Ten Things That You Might Not Know Are Taxable

  21. Surprise! These Items are Taxable

  22. Top Tax Deductions Not to Overlook

  23. Top Tax Strategies for Clients in a Bear Market

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

  25. How Social Security Benefits are Taxed

  26. What It Costs to Hire an Accountant in 2016

  27. How to Optimize Taxable Portfolios in Bear Markets

  28. Before You Visit Your Tax Preparer: Do This

  29. Confused About Estimated Tax Deadlines for 2016?

  30. The Most Overlooked Tax Deductions

  31. How to Use the IRS Website

  32. 2 Tech Stocks Near Their 52-Week Lows Worth Buying (IMOS, BCOR)

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

  34. What Baby Boomers Need to Know About IRA RMDs

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

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

  37. The Impact of 2015 Tax Extender Bill on Savers

  38. Delaying Taking Social Security: What to Consider

  39. These IRA Contributions Will Cut Your 2015 Taxes

  40. The Top 5 Municipal Bond Funds for 2016

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

  42. How Advisors Can Help Clients Avoid Tax Scams

  43. MLP Investors Hit with Surprise Tax Bill from IRAs

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

  45. 3 Tips to Get Started on Tax-Loss Harvesting

  46. Income Relating: Who Pays More for Medicare?

  47. Estate Planning Tips for Tax-Deferred Investments

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

  49. 5 Most Taxing Taxes for Americans

  50. Top Year-End Financial Planning Strategies

  51. How to Dodge Big Tax Hits on Your Portfolio

  52. How To Deduct Your Job Search Expenses

  53. How to Cut Your Alternative Minimum Tax

  54. How to Reduce Real Estate Investment Taxes

  55. 3 Little-Known Ways to Reduce Your Income Tax

  56. How Much Will You Owe on Your Inheritance?

  57. 4 Little-Known Ways to Reduce Your Property Taxes

  58. State Taxes Retirees Should Know About

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

  60. 5 Little Known Ways to Reduce Small Business Taxes

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

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

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

  64. 5 States Without Sales Tax

  65. How to Deduct Your Stock Losses

  66. 10 Money-Saving Year-End Tax Tips

  67. 2016 Tax Code Changes Add Some Wiggle Room

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

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

  70. How to Pay Minimal Taxes on Retirement Assets

  71. New Tax Pitfalls to Avoid in 2015

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

  73. Top Tips for Deducting Stock Losses

  74. Always Keep These Tax Documents

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

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

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

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

  79. Inversions and Transfer Pricing Will Hurt the US Economy

  80. How to Navigate Taxable Mutual Fund Distributions

  81. How ETFs May Save You Thousands

  82. How to Protect Your Portfolio from a Market Crash

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

  84. Top Strategies for Tax-Free Roth IRA Conversions

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

  86. The Best Strategies to Manage Your Stock Options

  87. How to Use Annuities for Retirement Income

  88. Top Tips to Reduce Required Minimum Distributions

  89. Your Social Security Benefits: Who Gets Taxed?

  90. How Social Security Benefits Are Estimated & Taxed

  91. Annuities and Baby Boomers: The Pros and Cons

  92. Top Annuity Tax Deferral Strategies

  93. What IRS Form 990 Tells About a Nonprofit

  94. Top Reasons to File Separately When Married

  95. What IRS Form 1023 Is Used For

  96. Late with Your Taxes? Grab IRS Form 4868

  97. What IRS Form 8949 Is For

  98. Holding Out for Capital Gains Could Be a Mistake

  99. Advisors: Warn Clients About These Audit Triggers

  100. 3 States Where Taxes Can Hammer Retirees

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