Catch-up Retirement Plan Contributions Can Be Particularly Advantageous Post-TCJA
Will you be age 50 or older on December 31? Are you still working? Are you already contributing to your […]
Investment, Retirement, Taxes
Retirement, Taxes
Mutual Funds: Handle With Care at Year End
As we approach the end of 2018, it’s a good idea to review the mutual fund holdings in your taxable
Taxes
Time For NQDC Plan Deferral Elections
If you’re an executive or other key employee, your employer may offer you a nonqualified deferred compensation (NQDC) plan. As
Investment, Taxes
Donate Appreciated Stock for Twice the Tax Benefits
A tried-and-true year end tax strategy is to make charitable donations. As long as you itemize and your gift qualifies,
Taxes
Could “Bunching” Medical Expenses into 2018 Save You Tax?
Some of your medical expenses may be tax deductible, but only if you itemize deductions and have enough expenses to
Taxes
Consider All The Tax Consequences Before Making Gifts to Loved Ones
Many people choose to pass assets to the next generation during life, whether to reduce the size of their taxable
Investment, Taxes
529 Plans Offer Two Tax-Advantaged Education Funding Options
Section 529 plans are a popular education-funding tool because of tax and other benefits. Two types are available: 1) prepaid
Investment, Retirement, Taxes
Charitable IRA Rollovers May Be Especially Beneficial in 2018
If you’re age 70½ or older, you can make direct contributions — up to $100,000 annually — from your IRA
Investment, Retirement, Taxes
Tax Planning for Investments Gets More Complicated
For investors, fall is a good time to review year-to-date gains and losses. Not only can it help you assess
Taxes
The Tax Deduction Ins and Outs of Donating Artwork to Charity
If you’re charitably inclined and you collect art, appreciated artwork can make one of the best charitable gifts from a