Investors Column: Here Are Some Tips For Your Yearend Tax Planning For 2018 | Latest News RSS feed

Investors Column: Here Are Some Tips For Your Yearend Tax Planning For 2018 - Latest News


7 year-end tax tips to boost your refund

The new tax law has put a whole new spin on year-end tax planning ... Smith said — as well as some tried-and-true strategies that still apply. Here are some of the best ways to lower your tax bill for ... read more

It’s time to right-size your portfolio. Here are some tips to get ready before 2019

Due to the volatility of the market this year, it would be wise to take some time to review your investment and retirement portfolios before year’s end. All investors ... of year-end planning ideas. A... read more

Ten year-end tax-planning tips for investors — but start now if you want to take advantage of them

For some of us, Halloween means trick-or-treating and jack-o’-lanterns. But for tax geeks, it means there are just two months left until Dec. 31 and time to get a head start on some year-end tax plann... read more

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Tips to save you tax money

As another year comes to a close, it’s time to look at any last-minute tax planning strategies that you may want to take advantage of before Dec 31. To start, consider some of the routine year-end ... ... read more


8 Tax Tips Investors Should Know

Everyone is weighing in with tax tips to prepare investors for the tax preparation ... with Buckingham (with whom I am affiliated). Here are some of the suggestions I have for your year-end tax planni... read more

How to Make the Most of the Tax Cut

Speaking of those individual securities, no column about year-end planning would be complete without a reminder to sell the loser investments in your taxable accounts, which can be used to offset gain... read more

Five financial moves to make before celebrating the new year

Generally, I hate year-end tips because ... the advice here; all of the same steps an investor would be wise to take now could be just as prudent, say, at midyear 2019. But New Year’s Day is always an ... read more

5 Year-End Tax Tips for Investors

there are some year-end financial tasks that require attention. Many of those tasks on the financial to-do list have a tax component -- specifically, avoiding unnecessary taxes on your investments, or ... read more

7 year-end tax-saving moves

But that doesn't mean you can't take a number of steps now to reduce your bill, whatever it turns out to be. Here are some year-end tips ... planning to sell some appreciated stocks or funds and you h... read more

Five Financial Moves To Make For Clients Before The New Year

The year-end time frame is not essential to the advice here; all of the same steps an investor would ... means selling some leaders and reinvesting into laggards until your portfolio is back ... read more

6 Great Tax Tips for the End of the Year

Here are some of the most common tax tips financial planners ... prepaying those taxes before year-end to take advantage of a larger deduction against your federal taxes. This deduction may also go aw... read more



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