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Year-End Tax Planning for Your Investments

The total you earn from your investments in 2018 will depend on their performance and the amount of tax you pay on them. Here are five steps you can take when doing your year-end tax planning to maxim... read more

Advisors, Your Year-End Tax Strategies Just Got More Complicated

“Traditional approaches to year-end tax planning continue to make sense,” said Gregory ... “You start paying when the lesser of your net investment income or excess modified AGI exceeds $125,000 to $2... read more

Retirees' Year-End Tax-Planning Guide

Because the holiday season coincides with a lot of year-end tax-related ... lowest possible tax bracket. A tax-savvy financial advisor or an investment-savvy tax advisor can help you strategize about ... read more

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Year-End Tax Planning for Businesses

Business Energy Investment Tax Credits ... These are just a few of the year-end planning tax moves that could make a substantial difference in your tax bill for 2018. If you’d like more information, p... read more


Year’s end is time to pay attention to investment tax planning

Now is the time of year when you should be looking at year-end investment tax planning. Much of this consists of reviewing any realized gains in your taxable accounts and seeing if you have any unreal... read more

New wrinkles in tax strategies could help smooth your year-end planning

(BPT) - As 2016 enters its final weeks, it’s a good time for year-end tax planning strategies ... sell investments at a gain to make those losses work. You won’t be taxed on those gains, up to the amo... read more

State of Accounting: As Year-End Planning Approaches, Hedge Your Bets with Tax Reform

The net investment income tax (NIIT) and the alternative minimum tax (AMT) would both be repealed. If they come to pass, the tax cuts would significantly affect planning for transactions and financial ... read more

Year-End Moves to Protect Your Investment Portfolio

In taxable accounts, you can take a more gradual approach by directing future contributions to the lagging investments. Or you may be able to use taxable losses to lower your tax bill ... interested i... read more

Time to think about year-end investment moves

but it's not too soon to start thinking about some year-end investment moves that might benefit you. Here are a few possibilities (although not all will apply to your situation): Add to your IRA. For ... read more

Reduce your 2016 tax bill with these year-end planning tips

With just about a month to go before the end of the year, now is a good time to review your 2016 income taxes and take advantage of any year-end tax planning strategies ... Now is a good time to revie... read more

Six Things You Should Do Before Year-End To Get Financially Organized

In some cases, you may be eligible for a tax-deduction. Check Your Gains & Losses In Your Investment Account ... a 529 college savings plan to save for college, please make sure to get your full 2018 ... read more

How to Rank Your Investments: Your Financial Pyramid

And if you have a workplace retirement plan, should you invest in ... This can be a fine place to begin investing for your future. There are a number of advantages to these accounts, including a yeare... read more



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