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Last-Minute Deductions That Could Lower Your 2017 Tax Bill

Last-Minute Deductions That Could Lower Your 2017 Tax Bill

As you work on finalizing your 2017 federal income tax return, you may be searching for some last-minute deductions to help reduce your tax liability. Here are a few places to consider: Taxes You Paid You can deduct most taxes you paid last year on your 2017...
Is Your Side Gig a Hobby or Business? The Tax Impacts of Each

Is Your Side Gig a Hobby or Business? The Tax Impacts of Each

For many Americans, pursuing their passions or hobbies is more than just a pastime – it’s a way to earn a little extra money on the side. Whether it’s painting, writing, cooking or photography, there may be opportunities to generate income...
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...
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...