Tag Archive for: retirement accounts

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Moving Retirement Money Could Soon Get Easier Under New IRS Guidance

The IRS is proposing a more standardized way to move retirement savings between employer-sponsored plans and IRAs, potentially reducing paperwork and uncertainty for workers changing jobs or consolidating accounts. But one important element of the new rollover process could make a meaningful difference for plan participants and administrators.

How To Reduce Capital Gains Taxes And Save Money

There are various tactics and techniques investors can employ to reduce their capital gains taxes effectively. From tax-loss harvesting to utilizing retirement accounts and charitable giving strategies, actionable methods can help save money and optimize tax outcomes.

Answers To 15 Common Tax Questions

This is the time of the year people are searching for free tax help they can trust, trying to squeeze out more valuable deductions, hoping to avoid penalties or audits, eagerly awaiting their refunds or wanting to make sure they aren’t victims of tax scams. Read on for answers to the most common tax questions.

Three Easy Strategies To Avoid Capital Gains Tax

If you know the basic rules around capital gains tax, you can work to minimize it, even as your investments grow. For three easy-to-apply strategies to reduce or even eliminate any potential capital gains tax in 2021. CLICK ON THE HEADLINE

10 Ways To Reduce Investment Taxes

With sound investment strategies that focus on tax optimization, here are a few ways to help yourself at Uncle Sam's expense. CLICK ON THE HEADLINE FOR MORE

Seven December Moves To Save On 2020 Taxes

If you are the average American, tax considerations and financial adjustments are pretty low on your holiday to-do list. But if you enjoy saving money, are diligent in seeking ways to save, and excellent at following through with your plans, here are seven potential money-saving tips to take to save on this year's taxes. CLICK ON THE HEADLINE FOR MORE