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Tax Planning

How to Really Diversify Your Retirement Portfolio

How to Really Diversify Your Retirement Portfolio

Adviser Kevin Shuller explains how to understand what diversification is, why it's important and how to use it to protect your retirement savings.

What Is the FICA Tax and Why Does It Exist?

What Is the FICA Tax and Why Does It Exist?

FICA taxes aren't new, but they sure do chew up a worker's paycheck amount. Here's why that's actually a good thing.

How the Tax Cuts and Jobs Act Affects Retirement Benefits

How the Tax Cuts and Jobs Act Affects Retirement Benefits

Natalie Choate details how tax reform has impacted retirement benefits, especially Roth conversions.

What Is a Living Trust and Why Should You Have One?

What Is a Living Trust and Why Should You Have One?

A living trust is a great way to protect and distribute your estate assets, in private and without court intervention.

Head of Household: Qualifications, Tax Brackets and Deductions

Head of Household: Qualifications, Tax Brackets and Deductions

Those who qualify for head of household status may qualify for deductions and exemptions on their taxes. Here's what you need to qualify.

Tax Brackets: Rates, Definition and How to Calculate

Tax Brackets: Rates, Definition and How to Calculate

Tax brackets are the income range in which you are taxed a specific rate. Here's what you need to know about tax brackets for the upcoming tax season.

What Is Capital Gains Tax and When Are You Exempt?

What Is Capital Gains Tax and When Are You Exempt?

The capital gains tax is what you owe for the money you've made selling certain assets. Here's what you need to know about the current rate and what can be exempt.

IRA vs. 401(k): How to Choose a Retirement Plan

IRA vs. 401(k): How to Choose a Retirement Plan

401(k) plans and IRA's share different characteristics - and different features - for retirement-minded Americans.

W-9 Form: What Is It, How to Fill Out and Who Needs One

W-9 Form: What Is It, How to Fill Out and Who Needs One

A W-9 form is Uncle Sam's way of keeping financial tabs on independent contractors, and other non-traditional tax filers.

401(k) vs. 403(b): How to Pick a Retirement Plan

401(k) vs. 403(b): How to Pick a Retirement Plan

401(k) plans and 403(b) plans have much in common - and several key distinctions. It pays to know about both retirement plans.