Latest
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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.
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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.
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Do You Fear an IRS Audit? You Shouldn't if You Do Your Homework
If you document everything, there’s no reason to freak out if the IRS audits you. Audits are mostly about seeking documentation, not making accusations.
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Should You Take Your Pension as a Lump Sum?
The answer depends on multiple factors, such as what your alternative investment options would be, whether you want to leave money to a beneficiary and more.
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Why the Attack on 1031 Exchanges Is Likely to Fail (Again)
President Biden proposed the same cap on capital gains taxes last year, and it went nowhere. This year will probably be the same, but just in case, here’s what you can do.
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What's Happening With Biden Student Loan Forgiveness?
Student Loans The Biden administration has cancelled billions in student loan debt through various programs and initiatives.
Student Loans
