tax planning
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Perplexed by the Gift Tax? Here Are Answers to 10 Common Questions
taxes Generous gifts can sometimes come with tax consequences, but in general, only very wealthy people need to worry about gift taxes. Still, there could be IRS paperwork involved.
By Joelle Spear, CFP® Last updated
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Five Tax Breaks Business Owners Might Not Know About
Did you know you could get a break on your company’s taxes by hiring your kids? Read on for more strategies to help you lower your business’ taxes.
By David Faulkner, CFP®, RICP® Published
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Three Ways to Reduce Taxes on Your Investment Earnings
Proactive tax planning using these strategies could help you keep more of your hard-earned money, now and in the future.
By David McGill Published
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From Tax-Deferred to Tax-Free: Navigating Taxes in Retirement
Here are some considerations to keep in mind to help you spend less of your retirement savings and Social Security benefits on taxes.
By Brian Skrobonja, Chartered Financial Consultant (ChFC®) Published
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Selling Your Business? Personal Goodwill Can Cut Your Taxes
Careful planning around a bundle of rights known as goodwill can result in substantial tax savings when selling a corporation or company.
By John M. Goralka Published
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Retirement Tips for 2024 From Five Retirement Experts
From Rothifying IRAs to navigating changing tax laws, these fiduciary advisers share the recommendations they’re making to their clients this year.
By Pam Krueger Published
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How Tax Diversification Can Increase Your Retirement Income
Just as you allocate your invested assets, you can also diversify with taxable, tax-free and tax-deferred accounts.
By Stefan Greenberg, CFP®, CFS, CLTC Published
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Retirees: Worry Less About Markets, Long-Term Care and Taxes
Unexpected events can upset the best-laid retirement income plans. These 2024 retirement planning updates are designed to roll with the changes more easily.
By Jerry Golden, Investment Adviser Representative Published
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Here’s a Step-by-Step Guide to Retirement Planning by Age
Applying these best practices of retirement planning to each phase of your life can help put you on track for the retirement of your dreams.
By Jared Elson, Investment Adviser Published