Quick Reference Guide: Tax Numbers
Quickly access annual retirement plan limits and other tax figures throughout the year using this handy reference guide. It covers most IRS and Social Security figures for 2023.
The Silver-Lining to Market Declines: Tax-Loss Harvesting
Even if you plan to hold investments for the long term, realizing some investment losses before the end of the year may reduce your tax bills for 2023 and beyond.
Making A Year-End Financial Plan
The weeks between Thanksgiving and New Year’s are busy, but can be a great time to make strategic decisions for your taxes and financial plans.
Capital Gains Distributions: The Hidden Side Of Mutual Fund Investing
You may love index funds, but it is important to understand a hidden side of mutual fund investing – the capital gain distribution!
Financial & Tax Planning To-Do's Before Year-End
A checklist of issues to consider before 2023, including RMDs, tax planning, cash flow, health insurance, estate planning, and more
Inflation Adjustments For Tax Year 2023
The IRS released the tax inflation adjustments for Tax Year 2023 including standard deductions and marginal rates.
Is It Better To Donate Cash Or Stock?
Compare the tax advantages of donating appreciated stock or cash through both direct contributions and bunching gifts into a fund.
As Social Security Rises, So Do Medicare Premiums
Medicare Part B Premiums are set to rise 14.5% in 2022. High-income earners beware of the tax torpedo.
IRS Announces Standard Deduction and Marginal Rates For Tax Year 2022
The IRS released the tax inflation adjustments for Tax Year 2022 including standard deductions and marginal rates.
Financial Considerations For Your Aging Parents
A checklist of issues including cash flow, living arrangements, estate planning, insurance, tax, asset, and debt