Taxes, Retirement and Timing Social Security
Sometimes it makes sense to take taxable distributions from retirement plans while deferring Social Security benefits. We explain in this week’s Financial Tip.
Three Tax Planning Concepts
No one wants to pay any more taxes than required. We explain three planning tips to reduce your tax burden in this week’s Tax Tip.
Case Study: Tax Advantages When Paying for a Higher Education
Our experts discuss a case study of a family looking to make the most out of their 529 Plan assets and the available tax breaks for higher education.
Preventing Tax Problems When Employees Travel
Following the tax rules for business travel makes deductions and reimbursements easier for all taxpayers involved. Learn more in this Business Tip.
Plan for the Potential IRA-to-Charity Provision Extension
Even if Congress doesn’t extend the IRA-to-charity provision, it’s still advantageous to direct your RMD to charity. We explain in this week’s Tax Tip.
Income Splitting and Income Shifting: Tax Planning for the Self-Employed
Self-employed individuals have unique opportunities to lower their taxes through income splitting and shifting. We explain in this week’s Business Tip.
Tax Implications of Reverse Mortgages
Is reverse mortgage interest tax deductible and who can take the deduction? Find out in this week’s Tax Tip.
Health Care Reform: Credits and Subsidies
The Affordable Care Act provides tax credits and subsidies to help reduce the cost of health insurance coverage. Learn more in this week’s Insurance Tip.
Planning Your IRA Withdrawal
You’ve spent most of your life saving to your IRA. Don’t forget, planning is still necessary when you begin withdrawals. Read more in this week’s Tax Tip.
Tax Tips for Recently Married Taxpayers
If you’ve married over the summer, here are five tax tips that may help you avoid stress at tax time. Learn more in this week’s Tax Tip.