Tax planning is a focus for all seasons
Staying focused on tax planning can help individuals find ways to improve their tax situation throughout the year.
Tag: taxable income
Millions of borrowers may benefit from student loan forgiveness
The administration announced a program for student loan forgiveness for debtors who meet certain income requirements.
The tax bite on retirement income may surprise retirees
Challenges can emerge for investors who have not planned for the impact of taxes on retirement income.
Getting an early start on a Roth conversion may optimize the strategy
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.
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.