Insights blog
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Markets experience ups and downs, and while that may be disconcerting as you look at your portfolio, you might be in a situation with a unique tax planning opportunity.
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With soaring home values, many sellers expect a sizable profit when listing their property—and it certainly feels great to get a high price for the sale of your home. However, in some cases, the IRS may want a piece of the action.
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Many people give donations at year-end to support their favorite charities–and to reap the tax benefits of doing so. But what many generous folks don’t realize is that, with some advance planning, there are efficiencies in charitable giving that can maximize both your gift and your tax deduction.
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Paying income taxes is something a lot of us never really stop to think about. While working, a certain amount gets taken out of each paycheck (called a “withholding”) to pay the taxes we expect to owe. These withholdings end up being enough to satisfy our income tax liability until tax season rolls around–at which time we either pay more in or get some money back when we file our tax returns.
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You spent years–even decades–contributing to your company’s 401(k) retirement plan. Now, it’s time to withdraw those funds so you can use them. Typically, money taken from your employer’s retirement plan is transferred directly into a rollover IRA to avoid being immediately taxed. Sure, when the time comes, it’ll be taxed as ordinary income, but that can be tomorrow’s problem.