Tax planning

Avoid ‘knee-jerk reactions’ to candidates’ proposed tax increases, financial advisors say. Here’s why

3 weeks ago

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Avoid ‘knee-jerk reactions’ to candidates’ proposed tax increases, financial advisors say. Here’s why

People watch the presidential debate between Republican presidential nominee and former U.S. President Donald Trump and Democratic presidential nominee and…

Harris wants a 28% capital gains tax rate for top earners. Here’s what advisors are telling clients

4 weeks ago

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Harris wants a 28% capital gains tax rate for top earners. Here’s what advisors are telling clients

Democratic presidential candidate Vice President Kamala Harris arrives at Portsmouth International Airport in Portsmouth, New Hampshire, Sept. 4, 2024. Joseph…

These 2024 losing stocks are contenders for selling — and they can help cut taxes, Wolfe says

4 weeks ago

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These 2024 losing stocks are contenders for selling — and they can help cut taxes, Wolfe says

A handful of stocks have been noticeably absent from the 2024 rally, and they might see further declines as investors…

Younger retirees can face a ‘phantom tax’ on Marketplace health insurance — here’s how to avoid it

4 weeks ago

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Younger retirees can face a ‘phantom tax’ on Marketplace health insurance — here’s how to avoid it

Hero Images | Getty Images Since most Americans aren’t eligible for Medicare before age 65, many younger retirees rely on…