Trump’s tax cuts could expire after 2025. Here’s how top-ranked advisors are preparing
Trump's tax cuts could expire after 2025. Here are tax-planning strategies from top-ranking advisors before the tax breaks sunset. Source
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Financial Advisors
Why your Roth IRA conversions could have ‘unintended’ tax consequences
Roth individual retirement account conversions can save on future taxes. But the strategy can trigger other consequences, experts say. Source
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Harris wants a 28% capital gains tax rate for top earners. Here’s what advisors are telling clients
Vice President Harris proposed a 28% tax on long-term capital gains for households making more than $1 million. Here's what
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This ‘bucket strategy’ could lower your taxes in retirement — here’s how to maximize it
Most Americans aren't planning to reduce taxes on retirement income. Here's how the "bucket strategy" could help, experts say. Source
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Trump tax breaks are set to expire after 2025. Here’s what advisors are telling their clients
Trillions in tax breaks enacted by former President Donald Trump are scheduled to expire after 2025. Here's how to prepare,
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An ‘often overlooked’ retirement savings option can lower your tax bill, advisor says. Here’s how it works
There's still time to lower your 2023 tax bill or boost your refund with a spousal IRA for married couples.
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With rate cuts on the horizon, here are 4 of the best places for short-term savings in 2024
With interest rate cuts expected in 2024 from the Federal Reserve, experts cover the best savings options for short-term cash.
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There’s still time to reduce your 2023 tax bill with these last-minute moves
You can still reduce your 2023 taxes or boost your refund with these last-minute moves, but the deadline is Dec.
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‘Be your own advocate’ by knowing these 4 changes for 2023 taxes, advisor says
It's important to know 2023 tax changes that could affect your liability this filing season. Here's what taxpayers need to
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