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We’re still early enough in the year that financial resolutions may still be fresh in your mind. One common resolution for those ramping up toward retirement is to max out their 401(k).
If you have the financial flexibility, you may be able to front-load your 401(k) contributions. That is, rather than spacing out your annual contributions throughout the year, you can instead max out your 401(k) contributions within the first few months of the year.
Blog
One of the best things (maybe the best thing) about having a Roth IRA is your ability to withdraw money from it without having to pay taxes. However, as is the case with most things concerning the IRS, there are some rules you must follow if you want to reap the benefits of such an amazing perk.
Blog
Understanding capital gains tax is essential for savvy investors. If you're aiming to maximize your returns, you need to know when you'll encounter capital gains taxes and how to deal with them.
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As the year draws to a close, it’s time to start integrating tax-smart strategies into your financial plan for the upcoming tax season. Effective tax planning can help you minimize your tax burden, maximize your savings, and enhance financial success into 2025 and beyond.
Blog
Every year, the IRS announces adjustments to tax brackets to account for inflation. Given the blazing rates of inflation in 2021, 2022, and 2023, many taxpayers may have become accustomed to significant bracket adjustments. However, with inflation cooling during 2024, the newly announced adjustments are smaller than those of recent years.
Blog
If part of your compensation package includes access to an Employee Stock Purchase Plan (ESPP), it could provide you with an easy way to purchase company stock at a discount. While this may give you an opportunity to build your wealth, the tax rules associated with ESPPs may introduce unintended consequences.
Blog
As the U.S. presidential election approaches, tax policy is a critical topic for voters. The candidates’ tax plans not only reveal their broader economic ideologies but also provide insight into how they will manage issues like income inequality, economic growth, and fiscal responsibility. To help you understand where each candidate stands, here we compare the tax policy plans proposed by Vice President Kamala Harris (D) and former President Donald Trump (R).
Blog
Chances are you rely on your financial advisor to help with financial planning, retirement planning, and investment management. However, not everyone realizes that a properly qualified financial advisor can help with tax planning, too.
Because financial advisors possess a deep understanding of your overall financial situation, they can tailor tax strategies that align with your specific goals. Financial advisors with tax planning experience can:
Blog
Passed in 2017, the Tax Cuts and Jobs Act (TCJA) made several massive changes to tax laws that were intended to provide millions of Americans with significant tax savings.
Blog
As investors near and enter retirement, their risk tolerance tends to become more conservative. It’s easy to stay aggressive in the markets when you have an income covering your lifestyle. But once you no longer have that steady income stream to pay for your expenses, it’s time to start spending your savings and investments. This can be a scary thought, leading to the question, "Have I saved enough, or am I going to run out of money?”