If you're making substantial contributions to your individual 401(k) you'll most likely need to fill out form 5500-EZ. Do something better with a few hundred bucks then paying an accountant to file it. With this step by step tutorial, it's easy to do on your own.
Physician on FIRE talks about correcting his poorly thought out taxable portfolio. Luckily, his charitable desires helped him out in his dilemma with the tax man.
This Net Unrealized Appreciation strategy is a way to save tax dollars on the shares of your company stock inside your 401(k). It may be a great idea for you, but run the numbers first.
Paying more than you need to in taxes will lower your investment returns and prolong your journey to financial independence. Use these six tips to invest in the most tax-efficient manner possible.
[Editor's Note: This is a guest post from Aziz Lalljee, co-founder and co-CEO of Finom, an online platform connecting investors with independent investment advisers. Although this is not a paid post,...
Although it lacks the tax and asset protection benefits of a retirement account, a taxable account isn't all bad. Here's how to invest tax-efficiently.
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