#tax strategy
18 stories
Tax Pro vs Planner: Your Strategy or Just Filing?
Your tax pro might be filing, not planning. Here's how to spot the difference.
Kiplinger · 1m
Should you buy government bonds?
UK investors are buying more government bonds as yields rise, but risks remain.
MoneyWeek · 1m
JEPQ vs QQQI: Which Nasdaq-100 ETF Pays More Safely
JEPQ and QQQI offer different tax strategies for Nasdaq-100 income investors.
Yahoo Finance · 1m
Inherited $1 Million? First Steps
How to protect and grow a $1 million inheritance without debt or tax trouble.
Kiplinger · 1m
Houston, We Have a Strategy
Define your retirement mission before buying tools.
Kiplinger · 1m
Stop Hoarding Retirement Savings With a CRUT
Wealthy retirees often spend far less than they can afford. A charitable remainder trust can turn longevity from a risk into an advantage.
Kiplinger · 2m
Hide $210K in Your IRA From the IRS Until Age 85
A little-known tax strategy lets retirees shrink required withdrawals by locking money into an annuity, but the trade-offs are steep.
24/7 Wall St. · 2m
Your retirement tax window closes fast
Between leaving work and required distributions, you have years to convert retirement savings to a Roth at low tax rates.
Kiplinger · 3m
How business owners dodge Medicare taxes W-2 workers can't
S corporation owners split income into salary and profit distributions, letting them skip uncapped Medicare taxes that salaried workers must pay on every dollar.
24/7 Wall St. · 2m
Charities struggle to collect IRA gifts from deceased donors
Financial firms are holding up charitable bequests with excessive paperwork and account requirements, forcing nonprofits to spend months or years chasing funds.
CNBC · 4m
The Roth conversion trap most advisors ignore
A couple can convert $47,500 tax-free this year, but one overlooked calculation reveals it might not save them anything.
24/7 Wall St. · 2m
Life milestones need financial moves
From turning 13 to inheriting money, here's what to do financially after each major life event.
Kiplinger · 3m
13 states where $1M 401(k) withdrawals owe zero tax
Nine states have no income tax at all. Four more tax wages but fully exempt retirement distributions. The difference can save you six figures.
24/7 Wall St. · 2m
Where you hold dividend stocks costs thousands yearly
Parking high-yield dividend stocks in the wrong account quietly drains thousands in taxes each year, especially for REITs and MLPs.
24/7 Wall St. · 2m
5 times a Roth conversion will cost you money
Roth conversions aren't always smart. Here's when skipping one saves you thousands.
Kiplinger · 3m
How a $1.3M couple pays 12% tax on $45K withdrawals
A smart withdrawal strategy lets high-net-worth retirees stay in the lowest bracket and avoid thousands in taxes.
24/7 Wall St. · 1m
Why working past 73 changes your retirement tax trap
A 73-year-old can delay some retirement account withdrawals by staying employed, but not all of them, and that reshapes how much Social Security gets taxed.
24/7 Wall St. · 2m
7 tax breaks Gen X should stop missing
Generation X faces unique financial pressures balancing retirement savings with supporting aging parents and children. Here are the tax strategies they often overlook.
Kiplinger · 3m