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, Taxes
Investment
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
Investment, Retirement, Taxes
Investors: Beware of the Wash Sale Rule
A tried-and-true tax-saving strategy for investors is to sell assets at a loss to offset gains that have been realized
Investment, Retirement, Taxes
Why You Should Boost Your 401(k) Contribution Rate Between Now and Year End
One important step to both reducing taxes and saving for retirement is to contribute to a tax-advantaged retirement plan. If
Investment, Taxes
Save More for College Through the Tax Advantages of a 529 Savings Plan
With kids back in school, it’s a good time for parents (and grandparents) to think about college funding. One option,