Tax Planning
Back To School: Making Sense Of Scholarships, Grants & Fellowships
Forbes contributor Kelly Phillips Erb explains the differences in tax status for scholarships, fellowships and grants.
The New Tax And Social Security Rules For Same-Sex Couples
Next Avenue’s Richard Eisenberg outlines some strategies for married same-sex couples for filing 2013 taxes (as well as prior year refunds) and claiming social security benefits.
How Retirees Pay Zero Taxes
William Baldwin of Forbes lays out how savvy retirees are using diversified investments and attention to the tax code to practically eliminate their annual tax payments.
Safe Self-Directed IRAs for Retirement Investors
If you’re considering a self-directed IRA, Mitch Tuchman of Forbes suggests you keep in mind that, despite the opportunity for dabbling in alternative investments, the end goal should remain the same: a reliable life-time income stream.
Income Tax Planning in 2013
Natalie Choate, author of Life and Death Planning for Retirement Benefits, runs through several scenarios highlighting the complexity of the new 2013 taxes, brackets, phase-outs and multiple threshold levels. She demonstrates how careful income planning can help retirees avoid unnecessary taxes.
Fact or Fiction: Exchange-Traded Funds Are More Tax-Efficient Than Mutual Funds
ETFs can offer better tax efficiency, but mainly in the domestic-equity realm.
The Truth About Taxes in 2013
The new American Taxpayer Relief Act is actually going to create higher taxes for many of our clients.
2013 Tax Must Knows
2013 Tax Must Knows
Roth, Traditional, or Taxable? Why Your Best Answer May Be ‘Yes’
Splitting your assets among Roth, traditional, and taxable accounts enables you to cope with a variety of tax climates
Pew Research: Fiscal Cliff And Public Opinion
The White House and congressional leaders face a critical December 31 deadline for coming to an agreement on how to avoid the so-called “fiscal cliff.”
