Trends in living arrangements require a fresh look at planning
Because marital status plays a prominent role in financial rules, living arrangements such as non-traditional households may result in planning challenges.
Because marital status plays a prominent role in financial rules, living arrangements such as non-traditional households may result in planning challenges.
About 4 million taxpayers each year get hit with the alternative minimum tax. Yet there are strategies for investors to try to mitigate or avoid the AMT.
As discussion around tax changes increases on Capitol Hill, proposals point to a reduction in tax preference items and tax loopholes.
U.S. debt is at its highest level in decades which could drive tax policy changes as lawmakers seek to increase federal revenue.
In an uncertain policy environment, it may make sense for investors to also consider tax diversification when planning for retirement income.
Investors are expecting more interest-rate hikes from the Fed in 2017. Here are some strategies to consider before interest rates rise.
Tax advantages for health benefits, retirement contributions, and mortgage interest may come under Congressional scrutiny this year in a tax reform debate.
A benefit of a Roth conversion is that investors may change their minds. An early start gives investors more time to assess the value of the strategy.
Federal tax reform may or may not happen this year, but investors may benefit from planning strategies that can reduce their tax bill for 2017.
Here are three planning ideas that may help entrepreneurs manage their business taxes and liabilities.