With political power shifting on Capitol Hill, important tax changes are looming. This may result in higher tax rates. Here are five tax-smart planning ideas to help stay prepared for the road ahead.
This little-known strategy allows high earners to use after-tax contributions to a 401(k) to fund a Roth IRA. It’s called a mega backdoor Roth because the dollar amounts involved are typically large. Here's how it works.
Concentrated stock ownership strategies - Employees with employer stock or investors with 10% or more in one stock incur significantly more risk. Here's how to manage the risk in a smart and tax-efficient way.
Lower endowment fees makes dollars and sense for your organization.
Making lemonade out of lemon: Stock market volatility and low interest rates create estate planning opportunities.
Get the most of your 401(k) mutual funds.
