Taxes & Insurance

How Tax Reform Impacted Housing Deductions

How Tax Reform Impacted Housing Deductions

For 9 end-of-year tax planning tips, read our free “Guide to End-of-Year Tax Planning.” Read the Guide. Owning property has advantages and disadvantages – and certainly many of the issues are tax related. There are three important...
While-You-Wait Investing: Tax-Loss Harvesting

While-You-Wait Investing: Tax-Loss Harvesting

  If you have realized gains this year, you may have the opportunity to offset some or all of them through tax-loss harvesting. This is a technique you can use to proactively harvest available losses to offset gains by selling depreciated securities, which...
HSA vs FSA: Tax Benefits of Health Savings

HSA vs FSA: Tax Benefits of Health Savings

While taxes and health care aren’t necessarily on the list of hot cocktail party chatter, they do top the list of many people’s life concerns. The good news is, there are a couple of tax advantages you can use to lower the overall cost of your...
Roth Conversions | Rules & Strategies

Roth Conversions | Rules & Strategies

It’s difficult to talk about retirement accounts without mentioning taxes. When you start saving for retirement, you also need to consider the tax treatments on those accounts. One of the most common tax-advantaged retirement accounts is the Roth IRA....
Personal Capital 2018 Tax Guide for the Savvy Investor

Personal Capital 2018 Tax Guide for the Savvy Investor

The impact of efficient tax management within investing is substantial. Did you know that tax management on investment growth can increase your portfolio’s return by 1% per year?* Invested over 35 years, that can lead to a nearly 40% difference in the value...
Personal Capital 2018 Tax Guide for Holistic Financial Planning

Personal Capital 2018 Tax Guide for Holistic Financial Planning

Most Americans hate to think about taxes. Understandably, they find tax management complex and overwhelming – viewed as a necessary evil to deal with every time April comes around. But what if you approached taxes with a different philosophy? What if...
Beware of Tax Refund Fraud During Tax-Filing Season

Beware of Tax Refund Fraud During Tax-Filing Season

When it comes to filing income tax returns, there tend to be two different kinds of people: those who file as soon as they have all the information they need in order to get it over with quickly, and those who procrastinate and wait as long as possible to...
Itemized Deductions vs. the Standard Deduction

Itemized Deductions vs. the Standard Deduction

The new tax reform, which was signed into law in December, will present an interesting question going forward for many taxpayers: should you itemize deductions when you prepare your tax return or claim the standard deduction? Standard Deduction Increased...
How Tax Reform Affects the Kiddie Tax

How Tax Reform Affects the Kiddie Tax

For years, many parents and grandparents have used Uniform Gifts to Minors Accounts (UGMAs) and Uniform Transfers to Minors Accounts (UTMAs) to save money in their child’s or grandchild’s name. These funds can then be used to help pay for future college...


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