Capital Gains
Have you ever wondered what capital gain is? Learn what it is, how it’s taxed, and how you can minimize your tax liability.
The Tax Benefit of Donating Securities Instead of Cash
If you’re charitably inclined and looking for a way to minimize taxes, learn how donating securities can be even more beneficial than donating cash.
A Guide to the Traditional IRA
Traditional IRAs are retirement accounts that provide an upfront tax benefit and a greater selection of investment options than most 401K plans. Learn the tax rules that govern these accounts to see the lesser-known benefits of these unique investment vehicles.
A Guide to the Roth IRA
Roth IRAs are investment accounts that provide tax-free withdrawals in retirement, but contributions can be withdrawn at any time tax and penalty free as well. Learn the tax rules that govern these accounts to understand the lesser-known benefits of these unique investment vehicles.
Social Security: How Working While Collecting Affects Your Benefits
Are you thinking about collecting your Social Security retirement benefit while you continue to work? Learn how working while collecting impacts how much you will receive.
I Left My Job. What Options Do I Have With My Retirement Account?
When you leave your job, you have four (4) options to choose from with regard to your retirement account. Selecting the right option could help you avoid unforeseen tax consequences and save you money.