Claim Tax Credits

TAX CREDITSTax credits are perhaps the greatest tax break of all.Let’s look at a scenario: Maybe your overall income for the year was $50,000. You spend $8,000 of that on IRS-friendly deductible expenses. You will pay your ordinary tax rate on $42,000, assuming that...

Bezos Outfoxes Washington

Amazon’s Jeff Bezos outfoxes Washington — the billionaire saved over $600 million in taxes by moving from Seattle to Miami. Here’s 3 ways you can sidestep the taxmanJeff Bezos made a masterful money move when he left his long-time digs in Seattle for a pad in Miami’s...

Avoid10 Worst Investments Ever

Avoid the 10 Worst Investments Ever with These Smarter AlternativesThere's is lots of competition for the worst investments ever, including penny stocks, buying a home and time shares.ContentsThere's is lots of competition for the worst investments ever, including...

2024’s Best Wealth Management Firm

6 Best Wealth Management Firms for 2024Choosing a wealth management firm is an important decision. One of the reasons that picking the best wealth management firm is hard is that there are so many excellent options. By and large, all of the biggest wealth management...

2024’s Best Investing Books

To become a successful investor and start building your wealth in a real way, you have to begin somewhere. Your personal finances aside, how much do you know about investing outside of what you’ve gathered from the Wall Street Journal or perusing the essays of Warren...

3 Tips to Minimize Retirement Income Tax

WATCH FOR TAX BRACKET CHANGESWithdrawals from non-Roth retirement accounts can push you into a higher tax bracket. Bracket tax rates are referred to as “marginal” because they apply to your highest dollar of income. For example, you will pay only 10% in 2023 on income...