Capital Gains in Retirement: How to Sell Investments Without Paying More Tax Than Necessary
Learn how capital gains are taxed in retirement, when you may owe 0%, 15%, or 20% capital gains tax, and strategies to help manage taxes when selling investments.
Stop Writing Charitable Checks From Your Checking Account
Many retirees can make charitable donations directly from their IRA instead of their checking account. Learn how a Qualified Charitable Distribution (QCD) may reduce taxes while supporting your favorite charities.
Qualified Charitable Distributions (QCDs): One of Retirement’s Most Overlooked Tax Strategies
Learn how Qualified Charitable Distributions (QCDs) may help satisfy Required Minimum Distributions while reducing taxable income and supporting your favorite charities.
Inherited IRA Rules: What Beneficiaries Need to Know About the 10-Year Rule
Learn how inherited IRA rules, annual distributions, the 10-year rule, and beneficiary status may affect your taxes and withdrawal strategy.
Tax Diversification: Why Having Different Types of Retirement Accounts Matters
Learn why tax diversification is an important retirement planning strategy and how different account types may provide greater flexibility and reduce lifetime taxes.
Asset Location Strategy: Where You Hold Investments Can Be Just as Important as What You Own
Learn how an asset location strategy may improve after-tax returns by placing investments in the most tax-efficient accounts.
Capital Gains in Retirement: How to Sell Investments Without Paying More Tax Than Necessary
Learn how capital gains are taxed in retirement, strategies to manage gains, and how thoughtful planning may help reduce lifetime taxes.
Should You Take IRA Withdrawals Before Required Minimum Distributions Begin?
Learn why taking IRA withdrawals before Required Minimum Distributions (RMDs) begin may reduce lifetime taxes and create greater retirement income flexibility.
The Retirement Tax Gap: Why Your CPA and Financial Advisor Should Work Together
Learn why coordinating your CPA and financial advisor may help uncover tax-saving opportunities and create a more tax-efficient retirement strategy.
Qualified Charitable Distributions (QCDs): One of Retirement’s Most Overlooked Tax Strategies
Learn how Qualified Charitable Distributions (QCDs) can satisfy Required Minimum Distributions, reduce taxable income, and create a more tax-efficient charitable giving strategy.