Most Individual Tax Rates Go Down Under the TCJA
The Tax Cuts and Jobs Act (TCJA) generally reduces individual tax rates for 2018 through 2025. It maintains seven individual […]
Taxes
Taxes
Tax Cuts and Jobs Act: Key Provisions Affecting Individuals
On December 20, Congress completed passage of the largest federal tax reform law in more than 30 years. Commonly called
Investment, Retirement, Taxes
401(k) Retirement Plan Contribution Limit Increases for 2018; Most Other Limits Are Stagnant
Retirement plan contribution limits are indexed for inflation, but with inflation remaining low, most of the limits remain unchanged for
Taxes
What You Need to Know About Year-end Charitable Giving in 2017
Charitable giving can be a powerful tax-saving strategy: Donations to qualified charities are generally fully deductible, and you have complete
Taxes
7 Last-Minute Tax-Saving Tips
The year is quickly drawing to a close, but there’s still time to take steps to reduce your 2017 tax
Investment, Taxes
Even If Your Income is High, Your Family May be Able to Benefit From the 0% Long-term Capital Gains Rate
We’re entering the giving season, and if making financial gifts to your loved ones is part of your plans —
Investment, Retirement, Taxes
You May Need to Add RMDs to Your Year-end To-do List
As the end of the year approaches, most of us have a lot of things on our to-do lists, from
Taxes
Why You May Want to Accelerate Your Property Tax Payment Into 2017
W Accelerating deductible expenses, such as property tax on your home, into the current year typically is a good idea.
Taxes
Could the AMT Boost Your 2017 Tax Bill?
A fundamental tax planning strategy is to accelerate deductible expenses into the current year. This typically will defer (and in
Investment, Taxes
The Ins and Outs of Tax on “Income Investments”
Many investors, especially more risk-averse ones, hold much of their portfolios in “income investments” — those that pay interest or