Roth accounts offer tax-free growth and tax-free withdrawals. But these benefits can be hard to come by, especially for high earners. Should you consider a tax-free Roth? We’re discussing what you need to know below.
There are three certainties in life: death, taxes, and change. Here is an in-depth review of the tools and techniques we use to reduce one of those certainties: your lifetime tax bill (or beyond, through a tax-efficient transfer to heirs).
A summary of recent tax legislation, much of which was expected to be enacted in 2021, before stalling in Congress. While the final language remains uncertain, many of the proposals could become law. Ask us to show you your potential impacts in a personalized "what if" proposal.
After a tumultuous 2020 election season, inauguration day is almost here. If you are a high-earner, here are some challenges that could arise during a Biden administration.
With a new administration comes new policies. Should you make changes to your finances based on the perceived implications?
Good tax planning is not about finding a loophole. It's not an aggressive or risky set of tax strategies. Good tax planning is simply knowing the financial rules that affect you and fairly abiding by them.
We've been following the candidates' tax policy proposals. Here is what we've learned.
The tax filing deadline was recently extended to July 15, 2020 amidst the COVID-19 pandemic. We've rounded up everything else you need to know before filing your taxes this year.
While you may have chosen to save using a traditional IRA, you do have the option to switch to tax-free retirement income. Who should consider a Roth conversion, and who should stay away? We've got your biggest questions answered.
The IRS has released the 2020 tax brackets, ranging from 10% to 37%. Find out where you'll fall and what changes have been made.
You’ve likely heard that getting married can mean big tax breaks in your future, but the truth is you need to do your math and research carefully before filing.
As you and your partner prepare to tie the knot, you'll want to take time now to discuss your future finances.