Pickleball and Taxes: End the Year with a Smash
To win in pickleball, you need to know the rules. It's the same with tax planning. Explore five tax-aware strategies that could help you discover opportunities to save on taxes.
2023 Taxes: 8 Things to Know Now
With Tax Day approaching, here are eight things to keep in mind as you prepare to file your 2023 taxes.
Tax Filing: Are You Ready?
The sooner you start gathering your tax forms and getting ready to file, the less stress you're likely to feel as Tax Day approaches.
5-Step Tax-Smart Retirement Income Plan
Smart tax planning can help extend the life of your retirement savings and may lower taxes in retirement.
Countdown for Gift and Estate Tax Exemptions
Lifetime estate and gift tax exemption thresholds are poised to be cut in half at the stroke of midnight December 31, 2025, leading to a potentially sharp jump in some estates' tax liability. But there's still time to prepare.
What is Tax-Gain Harvesting?
Strategically selling your winning investments could reduce current and future taxes.
Financial Considerations of Moving Abroad
More and more Americans are establishing second homes abroad. Here's how to prepare your finances before making the move.
Managing Taxes in Retirement
As you approach and enter your golden years, calculating your tax obligations could be tricky.
Taxation Nation: Which State Taxes Matter to You?
Your overall tax liability is heavily dependent on where you live. Here's your state-by-state guide to who charges what.
How Passing Assets to Parents Can Lower Taxes
Passing assets with substantial gains up to parents instead of waiting to pass them down to kids can help lower estate taxes.