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Bear Market Survival Guide

Bear Market Survival Guide

Craig Birk, Personal Capital’s Executive Vice President of Portfolio Management, answers your top questions about how to keep your portfolio safe during a bear market situation. This article originally appeared in the March 2019 issue of Kiplinger’s Personal...

What is a 1099 Form?

What is a 1099 Form?

What is a 1099 Form — And Why Are They Important? As you pull together all the documents you’ll need to prepare your federal tax return for the 2018 tax year, you may have received an IRS form 1099. But you might not be clear on exactly what this tax form is and why...

Guide to Filing Your Taxes in 2019

Guide to Filing Your Taxes in 2019

They say only two things in life are certain, and the time of year has arrived for one of them. It’s tax season! The Personal Capital Guide to Income Tax Filing will provide you with everything you need to know to file your income taxes this year.

10 IRS Audit Triggers

10 IRS Audit Triggers

Tax season sneaking up on you? Read our complete guide to filing your income taxes. You may have recently read that the IRS is conducting fewer audits due to budget cuts. But, keep in mind that audits do happen, and that your last three tax returns are subject to...

5 Smart Tax Moves for 2019

5 Smart Tax Moves for 2019

Tax season sneaking up on you? Read our complete guide to filing your income taxes. As we near April 15th, taxes are top of mind for many of us. While 2018 has come and gone, there is plenty of time to make some tax-smart moves for this year. Here are 5 smart tax...