Don’t Gift That Stock Yet – Why Inheriting Might Be Better
Thinking about gifting your stocks to your kids or loved ones? You might want to hit pause. In this video, we break down why inheriting appreciated stock is often a far smarter move from a tax perspective.
How to Minimize Taxes on Social Security
Many retirees are surprised to find that up to 85% of their Social Security benefits could be taxable. But with the right planning, it's possible to reduce or even eliminate those taxes.
Does Changing Your State of Domicile Allow You To Avoid Paying Capital Gains Tax?
As individuals approach retirement, they often ask the tax question, “If I were to move to a state that has no state income tax in retirement, would it allow me to avoid having to pay capital gains tax on the sale of my investments or a rental property?” The answer depends on a few variables.
Non-Taxable Income in Retirement: 5 Sources You Should Know About
When it comes to retirement income, not all dollars are created equal. Some income sources are fully taxable, others partially — but a select few can be completely tax-free. And understanding the difference could mean thousands of dollars in savings each year.
Understanding the $3,000 Investment Loss Annual Tax Deduction
Each year, the IRS allows a tax deduction for investment losses that can be used to offset earned income. However, it’s a use-it-or-lose-it tax deduction, meaning if you fail to realize losses in your investment accounts by December 31st, you could forfeit a valuable tax deduction.
401(k) Catch-Up Contribution FAQs: Your Top Questions Answered (2026 Rules)
Got questions about 401(k) catch-up contributions? You’re not alone. With updated 2025 limits and new Roth rules on the horizon, this article answers the most common questions about who qualifies, how much you can contribute, and what strategic moves to consider in your 50s and early 60s.
401(k) Catch-Up Contributions Explained: Maximize Your Retirement Savings in 2026
Turning 50? It’s time to boost your retirement savings.
This article breaks down the updated 2025 401(k) catch-up contribution limits, new rules for ages 60–63, and whether pre-tax or Roth contributions make the most sense for your situation.
How Transfer on Death (TOD) Accounts Help You Avoid Probate
Confused about transfer-on-death (TOD) accounts? This article answers the most common questions about Transfer on Death designations, how they work, and how they can help you avoid probate.
