Tax Planning

Financial Advisor Reveals Roth IRA Conversions Secrets: 7-Step Roth Conversion Roadmap For 2025

This isn't just about taxes; it's about securing financial freedom in retirement. A Roth IRA conversion allows you to move money from traditional pre-tax retirement accounts (like 401(k)s...

Tennessee Capital Gains Tax: What Homeowners & Investors MUST Know for 2025

On January 1, 2021, Tennessee officially eliminated the TN Hall Income Tax, which previously taxed certain investment income. This move positioned Tennessee among the few...

Capital Gains Tax on Inherited Property & Form 1099-S: It’s Not What You Think (Here’s Why)

That official envelope arrives. Inside, Form 1099-S, Proceeds From Real Estate Transactions. It relates to the family home or piece of land you inherited and...

Highest and Lowest State Capital Gains Tax Rates in 2025

Did you know your state could take a bigger bite out of your investment profits than Uncle Sam? State capital gains taxes can significantly...

How to Reduce & Avoid Paying Capital Gains Tax on Stocks – Smart Investors Secrets

Hi, I'm Michael Ryan, a retired financial planner with over 25 years of experience helping individuals navigate the complex world of investment taxes. One...

Selling Your House? How To Avoid Capital Gains Tax on a Home Sale in 2025

Hey there, future home-seller! I’m Michael Ryan, a retired financial planner with over 25 years of experience helping people like you maximize their wealth....

California Capital Gains Tax Rates Explained: Save Thousands Now

Did you know California has one of the highest combined capital gains tax rates in the country? And it can significantly impact investment decisions...

How To Avoid Paying Capital Gains Tax On Inherited Property – 8 Ways

Did you know that inheriting property could potentially cost you thousands in taxes? While receiving valuable assets is exciting, the looming specter of capital...
.

Latest news

An Insider’s Guide to Buying Import Car Insurance (Without Getting Ripped Off)

In my near 30 years of advising clients, I saw two kinds of import owners. Those who beamed with...

15 Minute Financial Check-in & Worksheet

Monthly Financial Action Checklist ...

We are audience supported - when you make a purchase through our site, we may earn an affiliate commission. Learn more

Must read

Is Your HSA a Stealth Retirement Account? Find Out Here 

Have a High Deductible Health Plan (HDHP)? Maybe you chose...

Plan For an Inheritance: How To Manage a Large Inheritance Wisely

Receiving a large inheritance can be a blessing and...

You might also likeRELATED
Recommended to you

Acorns Investing App Review 2025: Not a Scam, But Is It a Bad Deal?

Alright, let's talk. You've seen the ads for Acorns....