If you’re investing for retirement, where you put your money matters. Retirement accounts offer tax incentives to help you save money on your tax bill and grow your investment accounts. But while ...

Knowing the 1031 exchange rules for real estate and taxes will come in handy if you're an investor. Here's the details you'll ...

There are two basic types of tax-advantaged accounts – tax-deferred and tax-exempt accounts. Learn more about the differences here. When saving or investing for future expenses, people tend to focus ...

Money in tax-deferred accounts comes with strings that heirs often aren’t expecting ...

Recently, a manager of a private equity fund mentioned that the seller of the business was complaining about the amount that the seller will have to pay in commissions, fees and capital gains taxes.

Situation: Your client holds several rental properties for investment purposes but is interested in selling one of them to buy a larger property. He has had the original property for five years. He ...

(CNN) — Having financial flexibility in retirement — especially in being able to maximize your spending while minimizing your taxes — is an optimal situation. And it’s one you can arrange by keeping ...

The Trump administration has unleashed a barrage of executive orders, policy initiatives and federal workforce layoffs. One thread that explains at least some of the administration’s actions is its ...

As a seasoned attorney specializing in tax law and financial planning, I've helped numerous clients navigate the complexities of capital gains tax, particularly through the use of an IRS Code 453 ...