SHOCKING: 21 - You Need To See This

Irrevocable Trusts: So Many Options to Lower Taxes and Protect Assets

Irrevocable trusts offer nearly endless possibilities for high-net-worth individuals to reduce their estate taxes and protect their assets.

Kiplinger · Jan 14, 2025

Jeff Bezos saved around $1 billion in taxes by moving to a ‘billionaire bunker’ in Florida

The Amazon founder saw an almost 10-figure savings by moving south.

Fortune · Dec 18, 2024

How Selling a Losing Stock Position Can Lower Your Tax Bill

Unloading an underperforming stock can help keep your investment returns growing while trimming your tax bill. Here's how this strategy works.

Kiplinger · Dec 17, 2024

What Is Capital Gains Tax Deferral?

Spoiler alert: It's the secret weapon of savvy real estate investors. Here's how it works and details about the tools you need to do it.

Kiplinger · Dec 2, 2024

Using Option To Generate Extra Income From Your Bond Investments

With markets looking increasingly volatile, investors might be more interested in generating income rather than capital gains. Bond investments have seen significant capital losses in recent months as inflation concerns continue to have investors anxious.

Barchart · Nov 21, 2024

10 Inefficiencies I Look for on Rich Retirees' Tax Returns

Your tax return could hold clues to several missed opportunities and important gaps in your retirement planning.

Kiplinger · Nov 16, 2024

Estate Planning: How Does the Basis Step-Up Rule Work?

The step-up in basis, one of the most powerful tools in estate and tax planning, can make a huge difference in capital gains taxes owed.

Kiplinger · Nov 16, 2024

Five Tax Strategies to Help Your Money Last in Retirement

Having a tax strategy is crucial to making your money last. These tax-saving moves can help, whether you're years from retirement or already there.

Kiplinger · Nov 8, 2024

IRS Updates Capital Gains Tax Thresholds for 2025

For the 2025 tax year, the IRS has increased the capital gains tax income thresholds. Here's what you need to know.

Kiplinger · Nov 7, 2024

UK budget checklist: what you need to do now to make the most of your cash

Use your Isa allowance if you can, hurry up with your property purchase and review your pension provision

The Guardian - UK · Nov 2, 2024