Four Year-End Tax Planning Strategies

Consider these four proactive planning moves from our expert that may help you lower your 2022 tax bill. If you are feeling deflated by several months of soaring inflation, investment market losses, and interest rate hikes, there is still time to save money on taxes...

Pre-tax vs. Roth 401(k):

There’s more to consider than you think KEY POINTS The start of the year is the perfect time to review your retirement savings, including pre-tax versus Roth 401(k) contributions. Pre-tax savings offers a write-off and tax-deferred growth, while Roth deposits may grow...

7 Ways To Create Tax-Free Assets And Income

Getty Tax increases probably are coming. Even if Congress doesn’t agree on substantial increases this year, they’re likely to come. The 2017 tax law is scheduled to expire after 2025. The pre-2018 tax law will be re-instated automatically unless Congress agrees to...