Taxes1 min
2023 Tax Numbers At A Glance
Tax season for 2022 has officially started. However, while you’re reviewing and closing out your taxes for last year, it...
The Blog
Taxes Articles
Evidence over opinion. Data over drama. Practical strategies you can use today.
Taxes5 min
The Tax Benefits of a Partial Roth Conversion
We all pay taxes. But you shouldn’t pay more than necessary. Find out why I often suggest a partial Roth conversion.
Taxes5 min
Avoid These 5 Costly Roth Conversion Mistakes
A partial Roth conversion is one of my favorite tools to help clients manage their retirement income taxes, so I get frustrated when I see that tool used in the wrong way. Learn five of the biggest mistakes that can often derail a Roth conversion strategy.
Taxes5 min
5 Tax Strategies for 2017 That Take Advantage of Tax Reform
The end of the year is traditionally a good time to tackle tax planning, but this year’s tax reform has narrowed the window of opportunity a bit. Here are five strategies you can take in 2017 to lower your tax liability.
Taxes
Peter Lazaroff
Taxes2 min
What You Need to Know About U.S. Tax Reform
Here’s are the key differences in the House and Senate versions of tax reform as well as some early financial planning considerations.
Taxes5 min
The 3 Best Uses For Your Tax Refund
Windfalls like a tax refund provide some of the best opportunities to make permanent improvements to your finances. Here are 3 ways to put your refund to the best use.
Stay Informed
Get New Articles in
Your Inbox
Join thousands of readers who get practical investing insights delivered every week.
No spam. Unsubscribe anytime.