High Net Worth Tax Strategy

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  1. World Cities With The Highest Quality Of Life

    Cities that usually top quality of life surveys have similar characteristics – they are usually midsized, with populations ...
  2. 529 Risks to Take (Or Not)

    Six risks to take into consideration when you're managing the 529 plan that lets you put away tax-advantaged money to help ...
  3. Top Companies That Manage 529 Plans

    Planning to open a 529 plan? Check out our roundup of top-rated providers and what makes them special. Then see what works ...
  4. Investing In Your Child's Education

    Overwhelmed by increasing tuition costs for your kids? The U.S. government can help.
  5. Combining Your Plan Assets? Not So Fast!

    You might reduce the costs of maintaining more than one account, but you could also be forfeiting tax benefits.
  6. How To Plan For The Charitable Giving Boom

    Of the $58 trillion that will be passed over the next several decades, $26 trillion could go to charity. Here's how to plan ...
  7. 6 Tax Myths Everyone Should Know

    There are many tax myths that have grown out of general tax confusion. Learning about them can help you avoid costly mistakes.
  8. The Christmas Saints Of Wall Street

    Learn how some of world's richest people spread holiday cheer year-round.
  9. 3 Financial Tasks We Think Are Harder Than They Really Are

    Use these three tips to help put your financial situation into perspective. It turns out, organizing your finances isn't ...
  10. Simplify Your Portfolio

    Faced with an overabundance of choices, many investors forget to stick to the basics.
  11. Budgeting As A Single Parent

    Here are some tips to help single parents raise their kids on a more comfortable budget.
  12. Protect Your Personal Assets

    A family limited partnership (FLP) can go a long way toward securing your family's property.
  13. Are Hybrid Vehicles Worth The Extra Cost?

    Hybrids will save you money on gas, but with their list prices being much higher than non-hybrids, you may want to do the ...
  14. Don't Count On An Inheritance

    If you're fortunate enough to receive an inheritance at all, it might not be nearly as large as you expect.
  15. How To Deduct Property Taxes

    Find out how you can deduct property taxes.
  16. 7 Reasons To Review Or Revise Your Will

    Drafting a will and locking it away for good could negatively affect your beneficiaries.
  17. How To Choose The Right Executor For Your Estate

    Making a careful choice now can save your heirs from a lot of problems later.
  18. Investing Tips For DINKs

    It sounds like an insult, but many count being a DINK as a financial advantage.
  19. The Most Controversial Tax Deductions

    When it comes to taxes, it's hard to make people happy but these deductions raised more than the average amount of controversy. ...
  20. Tax Avoidance Vs. Tax Evasion

    Evading taxes is illegal, but avoiding paying unnecessary tax is one of the keys to building wealth.
  21. Pay Taxes Like A Billionaire

    The richest people know the ropes when it comes to paying as little in taxes as possible. Find out how you can do the same. ...
  22. Estate Planning: 16 Things To Do Before You Die

    Find out what you need to prepare to avoid serious estate planning mistakes.
  23. A 529 Plan Fit For An Ivy League Education

    The Independent 529 plan offers a unique investment for those wanting to send their kids to the best colleges in the U.S. ...
  24. How And When To Switch Your 529 Plan

    Just as with any investment, you should review your plan to make sure it's meeting your needs.
  25. Non-Cash Contribution Rules Could Cut Returns

    Higher standards for certain contributions could mean smaller deductions for you.
  26. It Is Better To Give AND Receive

    You give to benefit others, but there can be perks for you too.
  27. Get A Step Up With Credit Shelter Trusts

    Don't let unexpected taxes eat away at your inheritance or burden your heirs.
  28. A Multipurpose Future Planning Tool

    Overfunded variable universal life insurance policies can be an all-in-one financial solution.
  29. Can I contribute to both a 529 plan and a Coverdell education savings account?

    You can contribute to both, and when your child is ready to attend college, as colleges do accept payments from both. There ...
  30. 9 Ways To Use A Tax Refund

    How do you plan to spend your refund this year? We provide some smart suggestions.
  31. Top 10 Solutions For A Big Tax Bill

    Ignoring a big tax bill will only increase your pain. Fortunately, there are ways to diffuse the tax time bomb before it ...
  32. What options do I have to save for my child's education?

    There are numerous options available to invest savings for a child's education: State-sponsored "529" college savings plans: ...
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