Let me start by saying that I once thought “tax-loss harvesting” involved tractors and perhaps a bumper crop of IRS refund checks. I pictured myself…
Category: Tax Loopholes
Charitable Giving Tricks to Lower Your Taxes
Posted in Slash Taxes, and Tax Loopholes
Smart Ways to Give Back and Keep More in Your Pocket For many retirees, charitable giving is more than just a kind gesture—it’s part of…
Smarter Withdrawals, Lower Taxes, and a Bigger Retirement Paycheck One of the biggest surprises for many retirees is that retirement doesn’t automatically mean lower taxes. In…
What if we told you that you might be able to sell your stocks for a profit—and not owe a dime in taxes? It sounds…
Avoid costly surprises that can shrink your Social Security, inflate your Medicare premiums, and derail your retirement plan. Most retirees think their tax worries end…
Smart Ways to Pay Less and Keep More in Retirement Retirement is often seen as the finish line when it comes to working, but when…