5-Step Tax-Smart Retirement Income Plan
Smart tax planning can help extend the life of your retirement savings and may lower taxes in retirement.
Countdown for Gift and Estate Tax Exemptions
Lifetime estate and gift tax exemption thresholds are poised to be cut in half at the stroke of midnight December 31, 2025, leading to a potentially sharp jump in some estates' tax liability. But there's still time to prepare.
What is Tax-Gain Harvesting?
Strategically selling your winning investments could reduce current and future taxes.
Tax-Saving Moves You Can Make Before Year-End
From maximizing tax-advantaged savings accounts to donating to charity, here are strategic tax moves to consider before year-end.
Is a Private Foundation Right for You?
Is a private foundation the best way to further your family's philanthropic goals? Here's how to decide—and why you might consider a donor-advised fund instead.
3 Ways a Roth IRA Conversion Can Help Your Heirs
For investors with sizeable savings in a traditional IRA, converting those assets to a Roth IRA can help maximize the money they leave to heirs.
How a QPRT Can Help Reduce Estate Tax
Qualified Personal Residential Trusts (QPRTs) can be effective estate planning tools that may help you pay fewer gift and estate taxes when passing on a house to your heirs.
Managing Taxes in Retirement
As you approach and enter your golden years, calculating your tax obligations could be tricky.
New Year's Financial Resolutions
Here are five steps we encourage all investors to consider taking to help boost their financial fitness at any time of the year.
Watch Out for the Kiddie Tax
Does your child have unearned income? Make sure you understand Kiddie Tax rules.