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
Investment
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
Investment, Taxes
Consider the Tax Advantages of Investing in Qualified Small Business Stock
While the Tax Cuts and Jobs Act (TCJA) reduced most ordinary-income tax rates for individuals, it didn’t change long-term capital
Investment, Taxes
Saving Tax on Restricted Stock Awards with the Sec. 83(b) Election
Today many employees receive stock-based compensation from their employer as part of their compensation and benefits package. The tax consequences
Investment, Retirement, Taxes
You Still Have Time to Make 2017 IRA Contributions
Tax-advantaged retirement plans like IRAs allow your money to grow tax-deferred — or, in the case of Roth accounts, tax-free.
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
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
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
Business, Investment, Taxes
2 ACA Taxes That May Apply to Your Exec Comp
If you’re an executive or other key employee, you might be rewarded for your contributions to your company’s success with