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
November is a great time for gratitude. Especially when Thanksgiving is right around the corner. You can give thanks in many different ways, including time, talent, and treasure. But seeing
The end of the year is the perfect time to start thinking about taxes, especially if you're retired. Here are my favorite 2 tax planning tips for retirees.
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