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Tax Planning

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.

Retirement Isn't All Fun and Games

Retirement Isn't All Fun and Games

And it shouldn't be, says Mitch Anthony. It should be a healthy, happy balance between vacation and vocation.

What Is a Retirement Plan Contribution Credit?

What Is a Retirement Plan Contribution Credit?

A Retirement Plan Contribution Credit, formally known as a Saver's Credit, can help save big money on taxes.

What Makes People Truly Happy in Retirement?

What Makes People Truly Happy in Retirement?

Retirement expert Michael Finke knows that while money is important to our happiness, it's not the whole picture.

Free Tax Webinar: How to Create Tax Efficient Income in Retirement

Free Tax Webinar: How to Create Tax Efficient Income in Retirement

TheStreet and TurboTax have teamed up to help retirees and near-retirees make sound, tax-efficient decisions.