Taxes
How does capital gains tax work? How might your tax bracket and additional lines of income be...
In a...
The tax laws changed for taxable years after 2017 regarding allowing recharacterization — or, in...
This is an update to our 3/1/16 blog post on the major changes to the US retirement system if the...
www.evensky.com.
Have you or will you inherit an IRA from someone that is not your spouse? This is not uncommon....
Lately, clients have been asking if we wouldn’t mind having a conversation with their kids about...
There are more tools now available to help you plan your charitable giving. The two most popular...
When you turn 70.5, you have to start taking distributions from your retirement plans. There are...
It’s that time of year again when millions of Americans file their tax returns before the...
Your tax filing status will be your status as of the end of the year. This may cause your taxes to...
Whether you are working with a doctor, lawyer, or financial professional, you need to be aware of...
Buying a new home can be an expensive process, and if you are not careful, you can end up paying...
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