When your financial life is complex, decreasing your tax liability requires a strategic plan. Here is where to start.
While there’s no magic formula for balancing a portfolio, there are some key factors to consider—from asset allocation to sector concentration.
Real Estate Investment Trusts offer a way to invest in real estate without having to actually manage property. Yet it’s wise to understand the taxation first.
ESG ratings evaluate how socially conscious a company is, serving as guideposts for selective investors. And their impact is only growing.
While more investment choices may be appealing, there are some issues to be aware of before taking this direction.
If you have a large estate, these strategies can help you avoid a high estate tax bill when the current exemption expires in a few years.
You’ve brought in a regular income and made wise investments throughout your life. Now you’re facing the transition from generating income to drawing down your savings.
Understanding how different investment accounts are taxed—and how they balance each other—is a great place to start.
The IRS is not trying to discourage charitable giving. It is tightening requirements to limit abuses.
As an investor, you do not need to worry if you’re covered—if you have your investments through a SIPC member brokerage firm, coverage is automatic.
Whether You Are Retiring Now or in 10 Years, the Consolidated Appropriations Act Could Help You Save
Some changes take effect this year, and others are delayed until 2024, 2025, 2026, or even 2033.
Much like caring for a vehicle, financial planning is an ongoing process—not a once-and-done event.
Want to design a tax-efficient retirement? Learning how and when to take required minimum distributions (or RMDs) can be a key part of your overall strategy.
The asset allocation of your portfolio is a key driver of performance and returns. Do you have the right mix of stocks and bonds in your portfolio?
The rules surrounding Required Minimum Distributions are complicated and missing them can be costly. If you have made an error, follow these steps to amend it and seek a penalty waiver
When Inheriting an IRA there are complex rules you will need to follow to avoid costly errors.
Roth IRAs are not subject to RMD rules.
Full of tricky timing concerns, the rules for IRA withdrawals are commonly misunderstood. Here, we explain five of them.
Taxpayers reaching age 72 should be aware that a portion of the funds in their retirement accounts starts to become taxable each year—and pitfalls are common.
RMD rules are similar for both types of accounts, but there are some differences.