Do you pay too much in taxes? Are you concerned about required minimum distributions pushing you into a high tax bracket in retirement? If so, you might consider a Roth
Do you have highly appreciated investments? Do you also give annually but don't give enough to itemize your deductions on your tax return? If so, you may benefit from tax
Do you make annual gifts to charities? If you like to make gifts to charities but don't always get the benefit of a tax deduction, you might consider a donor-advised
Taxes are probably not getting any lower, and they aren't going away. So tax planning is becoming more and more important. Should you consider doing a Roth Conversion? Here are
Most investors are aware of how to rebalance their portfolio. If not, they should be. But did you know that you can rebalance and tax plan at the same time?
Tax-loss harvesting can lessen the pain of losses in taxable accounts. But you have to be careful. Here are 3 things to consider for tax-loss harvesting.
What is Tax Loss Harvesting?
According
Eventually, all bull markets come to an end. Bear markets are inevitable, just like recessions. And if your finances are organized when a recession or bear arrives, you'll be ready
Nobody likes to pay taxes, especially on your investments. If you know the in's and out's of the different types of investment accounts you can minimize your taxes. This is