Year-end Tax and Financial To-do List for Individuals
With the dawn of 2019 on the near horizon, here’s a quick list of tax and financial to-dos you should […]
Investment, Retirement, Taxes
Taxes
Taxes
Check Deductibility Before Making Year-end Charitable Gifts
As the holidays approach and the year draws to a close, many taxpayers make charitable gifts — both in the
Taxes
Does Prepaying Property Taxes Make Sense Anymore?
Prepaying property taxes related to the current year but due the following year has long been one of the most
Investment, Retirement, Taxes
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
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