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Tax Planning

Withdrawing Money From Your Retirement Accounts in a Tax-Efficient Manner

Withdrawing Money From Your Retirement Accounts in a Tax-Efficient Manner

Investors who have more than one type of account for retirement - taxable, tax-deferred, and tax-exempt (Roth) - should take advantage of those accounts' different tax characteristics.

What Are Charitable Gift Annuities and What Are the Benefits?

What Are Charitable Gift Annuities and What Are the Benefits?

Charitable gift annuities can be a good idea for older Americans looking for extra income, and who like giving to charity.

12 Best Productivity Apps for 2019

12 Best Productivity Apps for 2019

While there's no single productivity app that rules them all, a combo platter of good productivity apps can make all the difference in the world.

What Is Amortization and How Do You Use It To Pay Off Loans?

What Is Amortization and How Do You Use It To Pay Off Loans?

Amortization tells you exactly what you need to know to pay off a loan, more quickly and efficiently.

Five Reasons to Borrow From Your 401(k) and How to Do It

Five Reasons to Borrow From Your 401(k) and How to Do It

Borrowing from your 401(k) can be a risky proposition. But done for the right reasons, it can be a good financial move.

How to Protect Your Retirement Investments in These Volatile Markets

How to Protect Your Retirement Investments in These Volatile Markets

The key to surviving and thriving in this market madness is sticking to your investment strategy and understanding asset allocation.

What Is a W-4 Form and How Do Allowances Work?

What Is a W-4 Form and How Do Allowances Work?

A W-4 Tax Form indicates how much money an employer will deduct from your paycheck for taxes - it's up to you get that number right.

How to Reduce Your 2018 Tax Bill - Yes, There's Still Time

How to Reduce Your 2018 Tax Bill - Yes, There's Still Time

There's still time to save money on your 2018 taxes. Here's a step-by-step guide.

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.