There is still time to be tax-smart before year-end
The end of the year is approaching but there are still tax-smart strategies that may be implemented.
The end of the year is approaching but there are still tax-smart strategies that may be implemented.
Consider strategies like gifting and required minimum distributions in year-end planning.
Tax- and estate-planning ideas including changes to claiming Social Security benefits and the latest news on the DOL’s fiduciary rule.
Here are several strategies that investors may use to try to reduce their tax bill.
Congressional budget approval eliminates market uncertainty about government shutdown.
Consider these tax and estate-planning ideas for year-end planning.
Keeping up to date on Congressional action as investors plan for year-end.
Tax reform may be higher on the Capitol Hill agenda, but passage this year is unlikely.
The federal budget deficit has improved in recent years, but projections estimate worsening conditions in a couple of years.
The IRS tax Form 1040 can be used to launch financial planning discussions.