2019 Year-end Legislation
January 8, 2020 -A synopsis of the SECURE Act and Retirement Reform.
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A synopsis of the SECURE Act and Retirement Reform.
Waiting until this time of year to do our individual tax planning is an annual event for many of us.
Considerations for this year
It may be less painful than you think.
All of the income you make is not taxed at one rate.
The upcoming tax-filing season is going to be a lot different than in years past.
Strategic sales can improve your asset allocation and help alleviate the tax hit typically associated with realignment.
Final provisions of the 2017 tax reform bill and their impact on individual investors and business owners.
These three maneuvers will tend to deliver a higher tax benefit than writing a check and deducting it, and may even improve your portfolio.
Proper accounting of cost basis is essential to avoid paying more taxes than you need to.
The skinny on dividend and capital gains taxes, IRA and 401(k) contribution limits, and more.
Even buy-and-hold investors may be able to identify worthy candidates.
The skinny on retirement-plan contributions, Social Security, and more.
For high-income investors who are maxing out other tax-sheltered accounts, the high-deductible healthcare plan/HSA combo is close to a no-brainer.
‘Stepping up’ cost basis can reduce tax bills for lower-income investors.
Unwanted distributions will be here before you know it—navigate them wisely
Taxes on qualified dividends are low, but investors can still encounter unwelcome surprises.
Selling pre-emptively may make sense on a few occasions, but not usually.
