As we look towards our golden years, retirement planning becomes increasingly necessary to ensure a financially secure future. However, one aspect that is often underestimated in this process is tax …
A Look at the Gift Tax Exemption
How much can you gift in a year, and a lifetime? Federal tax rules allow you to give away millions of dollars during your lifetime. You can make five-figure …
Do You Consider Taxes as You Invest?
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 …
Who Said You Couldn’t Take it With You?
If you are thinking about changing jobs, are you aware what your choices are for managing the money in your current employer’s retirement plan? Although many people have chosen …