tax

Stock Market Volatility Can Cut Tax on a Roth IRA Con

July 29, 2016

This year's stock market volatility can be unnerving, but if you have a traditional IRA, this volatility may provide a valuable opportunity: It can allow you to convert your traditional IRA to ..

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Combine Business Travel and a Family Vacation without Losing Tax Benefits

July 29, 2016

Are you thinking about turning a business trip into a family vacation this summer? This can be a great way to fund a portion of your vacation costs. But if you're not careful, you could lose th..

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Finding the Right Tax-Advantaged Account to Fund Your Health Care Expenses

July 29, 2016

With health care costs continuing to climb, tax-friendly ways to pay for these expenses are more attractive than ever. Health Savings Accounts (HSAs), Flexible Spending Accounts (FSAs) and Health R..

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Awards of RSUs Can Provide Tax Deferral Opportunity

July 29, 2016

Executives and other key employees are often compensated with more than just salary, fringe benefits and bonuses: They may also be awarded stock-based compensation, such as restricted stock or stoc..

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Estate Planning: Consider a Private Annuity

July 29, 2016

Affluent individuals looking for a way to reduce gift and estate tax exposure should take a look at private annuities. These estate planning tools can serve two purposes: You can get a steady incom..

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