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Tax Planning

What Is an Inheritance Tax?

What Is an Inheritance Tax?

Only a handful of people will ever pay taxes on estates and inheritances. Here's how it works.

Create a Tax-Efficient Withdrawal Strategy for Retirement Account

Create a Tax-Efficient Withdrawal Strategy for Retirement Account

Retirement expert Michael Kitces has four simple steps to build a tax-efficient withdrawal strategy for your retirement accounts.

Intuit Shares Rise on Quarterly Earnings Beat, Raised Guidance

Intuit Shares Rise on Quarterly Earnings Beat, Raised Guidance

Shares of accounting software giant Intuit jump after the company posts fiscal third-quarter earnings and revenue numbers that beat analysts' forecasts and raises guidance.

Trump's New China Tariffs Costing U.S. Families $831 a Year, New York Fed Says

Trump's New China Tariffs Costing U.S. Families $831 a Year, New York Fed Says

President Donald Trump has escalated his trade war with China over allegedly unfair practices. But guess what else is escalating? American consumers' costs for goods imported from China.

What Is a Tax Lien?

What Is a Tax Lien?

A tax lien can be used by the IRS or other taxing authority in the event that you don't pay some or all of the tax that you owe.

A Client's Overnight Success -- 20 Years in the Making

A Client's Overnight Success -- 20 Years in the Making

Adviser Mark Bordelove talks about shepherding a client and longtime friend through major financial and life stages.

The Least Expensive U.S. Cities for Retirees

The Least Expensive U.S. Cities for Retirees

If you need to stretch your retirement funds and Social Security income, these are the cheapest places to retire.

Tax Reform Law Gets Mixed Reviews From Financial Planners

Tax Reform Law Gets Mixed Reviews From Financial Planners

Financial planners say they've seen mixed effects from the Tax Cuts and Jobs Act, with many clients surprised by lower refunds.

How to Use Your Tax Return to Fix Your Retirement Plan

How to Use Your Tax Return to Fix Your Retirement Plan

Every line of your 1040 tells a story about your financial life. Here's a step-by-step guide on how to use your 1040 to fix your retirement plan.

Advisers: Spring's a Great Time to Evaluate Your Practice

Advisers: Spring's a Great Time to Evaluate Your Practice

Adviser Mark Bordelove shares some of his firm's practice management techniques and customer service strategies.