Latest
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Summer Activities That Can Impact Your Taxes
Tax Planning Certain summertime activities might help lower your taxable income.
Tax Planning -
Are You a DIY Retirement Planner? Four Things You Need to Know
While saving is a huge part of retirement planning, tax efficiency and estate planning can be just as important, especially once you actually retire.
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Annuities and Tax Planning Boost Retirement Income and More
Smart planning takes advantage of the tax benefits of lifetime income protection through annuities. But wait — there’s more.
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Tax-Smart Strategies for Account Withdrawals
Understanding the best way to tap your IRAs and other accounts can help you preserve your savings and lower your tax bill.
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Benefits of Charitable Contributions You May Be Overlooking
There are many tax, estate and income benefits when you donate to charity, especially if you make use of a charitable remainder trust (CRT).
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10 Reasons You Don't Want to Retire in Florida
retirement An overabundance of boomers, critters, sweat and weirdness. Welcome to the dark side of the Sunshine State.
retirement -
Taxes on Gambling Winnings and Losses: 8 Tips to Remember
Tax Tips If you pick the right horse at the track or win some money at a casino or though online betting, don't forget gambling taxes.
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Withholding Tax From Your Social Security Benefits
Social Security Having taxes withheld from Social Security benefits can help retirees avoid a surprise when tax season arrives.
Social Security -
Cost Segregation: Six Real Estate Businesses That Can Benefit
By conducting a cost segregation analysis, property owners and others could find building components that could be depreciated, leading to tax savings.
