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 …
Tax Season Isn’t Over
Tax filing day has passed us by for another year (unless you are on extension). Most people don’t start planning for their taxes until they start receiving documents. At this …