Cost-Basis Choices Not Set in Stone
March 5, 2015 - Investors may switch methods used to calculate capital gains, with one big exception.Read more ►
Managing wealth is a complex and ever-evolving subject. Here you will find independent insights into the markets, articles and research on wealth management strategies and tactics, and financial assessment tools to explore.
Widowed investors are at risk of missing an important tax break because they are not aware of a key deadline.
Currently low tax rates are one of the key reasons that taxable accounts should be part of most investors’ tool kits.
Families with incomes of up to $180,000 can take advantage of the American Opportunity Tax Credit to recoup some college costs, but the measure is set to expire after 2017.
A look at the facts regarding why even students from wealthy families should fill out the FAFSA, the (remote) odds of getting a full-ride scholarship, and more.
Understanding the many factors that figure in to your benefit amount
Simple steps to counteract common—and dangerous—retirement obstacles
New IRS guidelines enable heavy savers to get more assets into the Roth column.
Taking care with asset placement can result in big tax savings.
Cyber security experts offer tips for more secure log-ins, app usage, and ongoing account monitoring.
Important considerations for your annual withdrawals
Key considerations when adding REITs and other alternatives to your portfolio
Use these tips to search for a qualified tax professional
Understand the important distinction to put your investments on solid ground
Take a closer look at the sequence of your withdrawals to preserve your tax benefits
Choose the strategy that best fits your risk profile
