Timing capital gains around major life events—marriage, retirement, selling a home or business—can materially...
A Roth conversion moves money from a pre-tax retirement account into a Roth IRA and increases your taxable...
Multi-year tax rate smoothing is a planning technique that spreads taxable income and deductions across...
Tax-loss harvesting across tax lots is a portfolio-level technique that uses specific-share selection...
Phase-in and phase-out rules determine how tax credits or deductions grow or shrink as income changes....
Tax-advantaged savings let middle-income earners reduce taxes today or later while building wealth for...
Tax bracket management is the process of timing and sizing taxable income so withdrawals and conversions...
Tax bracket management is the process of arranging retirement accounts and withdrawals so your taxable...
Managing AMT risk in high-compensation years helps high earners avoid surprise tax bills and preserve...
Gifting business interests transfers ownership stakes and raises specific tax issues — including gift...