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Tax Planning

How to Retire With Zero Taxes? Here's What You Need to Know

How to Retire With Zero Taxes? Here's What You Need to Know

Many retirees faced a tax delayed obligation. A step-by-step guide to understand your potential tax impact.

3 Things Retirees Need to Know Ahead of the Tax Deadline

3 Things Retirees Need to Know Ahead of the Tax Deadline

Tax efficiency is king in retirement land. Here are 3 things you need to know to keep your golden years golden.

What Is a 1031 Exchange and What Do You Need to Know in 2019?

What Is a 1031 Exchange and What Do You Need to Know in 2019?

A 1031 exchange is a way to defer paying capital gains tax on the sale of property under Section 1031 of the Internal Revenue Service code.

Retail Sales to Rebound as Delayed Tax Refunds Arrive: Bank of America

Retail Sales to Rebound as Delayed Tax Refunds Arrive: Bank of America

U.S. retail sales excluding autos slipped by 0.1% in February, Bank of America says in a report that cited the bank's own credit- and debit-card spending data. The decline was partly caused by delays in tax refunds, which hit low-income households especially hard.

Ask Bob: In-Home Healthcare Support and Taxes

Ask Bob: In-Home Healthcare Support and Taxes

A reader asks about taxes on income from in-home healthcare support.

You're Never Too Young to Save for Retirement

You're Never Too Young to Save for Retirement

Robert Powell's got a very doable list of ways to up your retirement savings, even if you think you're too young -- or that it's too late.

What Is the Marginal Tax Rate and What Are Progressive Taxes?

What Is the Marginal Tax Rate and What Are Progressive Taxes?

The marginal tax rate is - but also isn't - the rate at which you pay taxes. Don't worry, it's not as confusing as it sounds...

What Is Adjusted Gross Income (AGI) and How Do You Calculate It?

What Is Adjusted Gross Income (AGI) and How Do You Calculate It?

Adjusted gross income involves taking several different deductions from your income. How does AGI impact your tax return?

Tax Checklist: 5 Things to Do Before Filing Your Taxes in 2019

Tax Checklist: 5 Things to Do Before Filing Your Taxes in 2019

The tax deadline (April 15) is quickly approaching. Do you know what steps you need to take before you file? Watch the free webinar.

Why We All Need Financial Education at Work

Why We All Need Financial Education at Work

Robert Powell writes that the better informed we are about our finances, the better our financial decisions and the less stress we have -- especially at work.