Topic: Tax Planning

A guide to Trump Accounts for children – the $1,000 federal seed, annual limits, index-fund investing, and taxes at withdrawal.

The four ways to convert home equity into usable money, covering HELOCs, cash-out refinancing, downsizing, and reverse mortgages.

A guide to capital gains tax, long-term and short-term rates, the 3.8% surtax, the home sale exclusion, and offsetting losses.

Consulting work during the transition into retirement affects self-employment tax, Medicare premiums, and health insurance costs.

The method you use to donate to charity should maximize the benefit to your chosen organization and your tax return.

If you have unused funds in a 529 plan or Coverdell ESA for your child, you can transfer, rollover, or withdraw the money.

Consider these four last-minute strategies to reduce your 2025 income tax burden before the April 15th filing deadline.

Download our 2026 financial data guide which includes information on taxes, retirement plans, Social Security, Medicare, and more.

A financial windfall, from a bonus, settlement, inheritance, or even winning lottery ticket, requires a unique approach.