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.
Financial Considerations of Moving Abroad
More and more Americans are establishing second homes abroad. Here's how to prepare your finances before making the move.
Managing Taxes in Retirement
As you approach and enter your golden years, calculating your tax obligations could be tricky.
Taxation Nation: Which State Taxes Matter to You?
Your overall tax liability is heavily dependent on where you live. Here's your state-by-state guide to who charges what.
How Passing Assets to Parents Can Lower Taxes
Passing assets with substantial gains up to parents instead of waiting to pass them down to kids can help lower estate taxes.
Form 1099-B: Cost Basis and Options Trading
Learn what cost basis is, where to find it on Form 1099-B, and what option traders might expect with their Form 1099-B.
Watch Out for the Kiddie Tax
Does your child have unearned income? Make sure you understand Kiddie Tax rules.
