Six tax planning ideas for navigating market volatility
April 14, 2025
Navigating market volatility can be challenging for investors. Here are several tax planning strategies to consider.
Category: Taxes
Putting your tax refund to work
Taxpayers plan to use their tax refunds for essentials and debt repayment, as well as savings strategies. Here are some ideas and strategies to consider this year.
Will Social Security change as spending cuts are considered?
Social Security faces funding issues by 2035, but major changes to the program are unlikely in the near term. Here are some additional considerations.
This tax season don’t forget about digital assets
When dealing with digital assets it’s important to keep records and consult a tax professional. Here are some highlights of the taxation rules around cryptocurrency.
Your ship finally came in. Now what?
Receiving an unexpected gift or inheritance is something that people may dream about. Here are some key considerations if that dream becomes reality and you do receive a financial windfall.
Seeking clarity at tax season: Tackling common confusions
Navigating tax season can be even more confusing when understanding the range of rules around IRA withdrawals, 529 plan distributions, and charitable deductions. Here are answers to some common questions around tax filing.
Tax policy takes center stage: What to watch on Capitol Hill
As the debate heats up on Capitol Hill about extending the TCJA, there are several issues to watch including potential SALT cap relief and whether more tax cuts will be added to the final bill.
Heirs must act on inherited retirement accounts this year
Starting in 2025, many non-spouse beneficiaries of inherited retirement accounts must begin taking annual minimum distributions. Here are several strategies to consider.
Five estate planning ideas for 2025
Consider estate planning strategies to minimize the impact of taxes on your estate. Key actions may include document reviews, naming beneficiaries and the use of 529 college savings plans to enhance tax efficiency.
Key planning ideas to maximize your 2025 tax savings
For 2025 tax planning, here are some income tax planning strategies that can help manage current tax bills and prepare for future changes.
Early planning can mean smooth sailing for tax season
Prepare for 2024 taxes by organizing forms, documenting charitable contributions, maximizing retirement savings and reporting rental income. Advance preparation can make the tax filing process smoother.