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 …
Options for Your Tax Refund
What should you do with the money? A look at some choices. Each year, about 70% of taxpayers receive federal tax refunds. The average IRS refund is substantial—$2,800. What could …
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 …