5 Tax-Smart Strategies for 2021
With political power shifting on Capitol Hill, important tax changes are looming. This may result in higher tax rates. Here are five tax-smart planning ideas to help stay prepared for the road ahead.
With political power shifting on Capitol Hill, important tax changes are looming. This may result in higher tax rates. Here are five tax-smart planning ideas to help stay prepared for the road ahead.
This little-known strategy allows high earners to use after-tax contributions to a 401(k) to fund a Roth IRA. It’s called a mega backdoor Roth because the dollar amounts involved are typically large. Here's how it works.
Concentrated stock ownership strategies - Employees with employer stock or investors with 10% or more in one stock incur significantly more risk. Here's how to manage the risk in a smart and tax-efficient way.
Lower endowment fees makes dollars and sense for your organization.
Making lemonade out of lemon: Stock market volatility and low interest rates create estate planning opportunities.
Get the most of your 401(k) mutual funds.