US elections: How the presidential candidates stand on taxes
Taxes are top of mind for many. See what the US presidential candidates think about tax policy as we enter the final weeks before the election.
Category: Taxes
How the expiring TCJA could impact your tax bill
The expiration of the TCJA in 2025 could mean a tax increase for many taxpayers. But the impact varies based on income, location and personal situation.
Five observations on the expiration of the Tax Cuts and Jobs Act (TCJA)
Here are some planning considerations for taxpayers as the Tax Cuts and Jobs Act is set to expire at the end of 2025.
Age milestones can trigger financial planning actions
Many financial planning actions are linked to age milestones. See how key birthdays and other dates could signal financial planning moves.
A marriage may end but not Social Security benefits
If they meet certain requirements, a divorced individual can receive Social Security benefits similar to a married spouse.
Planning moves to take the sting out of the 3.8% surtax
A rising number of US taxpayers are subject to an investment income surtax, introduced a decade ago in federal legislation. Here are some strategies that may help mitigate the impact of the tax.
Financial planning strategies for newlyweds
Here are some financial planning considerations and steps newlyweds may want to take after the wedding.
Consider a reset of college savings with a 529 plan
Considering the broader tax benefits, 529 plans may be a more tax-efficient way to save for college than custodial accounts.
Consider tax planning beyond the filing season
With tax season over, some taxpayers may want to forget about taxes until next year but there may be advantages to focusing on taxes beyond the filing season.
Harnessing the power of step-up in cost basis
For those looking to efficiently transfer wealth, here are some considerations and strategies when planning for step-up in cost basis.