Tax Prediction Time: Place Your Bets
"Predictions are hard, especially about the future." - Yogi Berra
Capital Gains & Multimillionaires
Capital gains taxes might be going up for 1 of every 285 Americans
The SECURE Act and the End of the “Stretch” IRA
Your heirs are about to take a tax hit.
Year-end retirement plan distributions: know your rules!
You've made it to retirement. What do you need to know to enjoy your assets and follow the law?
Get a checkbook for your IRA
Making charitable gifts directly from an IRA gives you the most charitable bang for your after-tax buck
Young investors meet maximum growth
Young and working hard? The Roth IRA is your ticket to tax-free compounded growth
Trump family financial legacy, explained
Grantor Retained Annuity Trusts (GRATs) have been around for ages. Someone you may have heard of was...
Getting out of a High-Tax State
The dream of not paying state income taxes almost always loses to other considerations. Here's the...
No way to run a railroad
When tax policy goes off the rails
Where are we now?
What will happen with taxes? Your guess is as good as Mitch McConnell's