Don’t miss out on this prime time to maximize contributions to your retirement accounts, do Roth conversions and capture investment gains.
I'm a Tax Attorney: These Are the Year-End Tax Moves You Can't Afford to Miss Read More »
(Image credit: Getty Images) Question: I’ve got $10,000 from my year-end bonus, and I want to keep it safe but still earn something. Is a CD or a money market account the smarter move? Answer: It’s a natural question to ask right now. With your bonus in hand and interest rates slipping after the Fed’s
CD vs. Money Market: Where to Put Your Year-End Bonus Now Read More »
(Image credit: Getty Images) Every December, people do the same rituals: They check their credit card rewards, swear they’re finally going to tidy up the garage and promise they’ll eat fewer cookies in January (not to mention resolve to go to the gym and get those rock-hard abs). Oh, and lose weight — maybe that
If You Do One Boring Task Before Year-End, Make It This One Read More »
(Image credit: Getty Images) I swore I would never write another column specific to one piece of legislation because of its short shelf life in the ever-changing political landscape. However … There were enough changes in the planning strategies stemming from the One Big Beautiful Bill (expect a cosmetic name change before the midterms) that
3 Year-End Tax Strategies for Retirees With $2M to $10M Read More »
KEY TAKEAWAYS Taxpayers can pre-pay estate taxes and pay quarterly state and local taxes before the end of the year, allowing them to take advantage of the new SALT cap. Taxpayers who do not itemize may want to consider moving their 2025 planned charitable contributions to next year, while those who itemize may wish to
3 Tax Moves to Make Before Year-End for Bigger Deductions Read More »
New year, new you. To start 2026 off on the right foot financially, you may have to put some legwork in right now. That might mean finding your 401(k) login and changing your retirement contributions, reading up on new changes to federal tax law, and taking a look at some of your accounts for the
Year-End Money Moves to Strengthen Your Finances in 2026 Read More »