Below you'll find a list of all posts that have been categorized as “Tax Planning”
Weigh the tradeoffs before you make your decision. Lifelong income or one large payment? Companies that sponsor traditional pension plans are starting to offer their workers this retirement choice. It’s not an easy choice, and it’s usually irreversible. The case for the lump sum. All that money is yours now, ready to be used or invested as you wish. Your …
A few astute moves could help promote a better after-tax return. As you weigh risk vs. return, you may risk taking an eye off taxes. A focus on tax efficiency could help you improve the effective yield of your portfolio. You can try to cut or delay taxes linked to investing. Consider placing the most tax-efficient investments you have in …
Its effect is subtle, yet significant. Even mild inflation eventually reduces the value of a dollar. If consumer prices rise just 2% a year for the next 25 years, $50,000 will buy the equivalent of $30,477 by the end of 2041. Or to put it another way, a car that costs $50,000 today will cost $82,030 by then. If inflation …
With the stock market hitting all-time highs on a what seems like a daily basis, now is the time to review heavily appreciated and concentrated stock holdings. What is intent of the investment that you are holding? Is there a particular goal in mind? No one knows what the value of the investment will be when you want to achieve …
