Five Questions on SERPs, New Tax Law, Inherited IRAs, and Gifts – Podcast #39
Today's podcast #39 answers questions from readers and listeners.
Today's podcast #39 answers questions from readers and listeners.
A doctor can expect to pay between 15-37% tax on long-term capital gains & qualified dividends in her taxable account. Physician on Fire thinks you should have a strategy in place to reduce or completely eliminate those taxes.
How does the new TCJA tax law affect doctors and other high earners? Will your taxes be going up or down? Get the straight scoop here, but leave the politics behind.
In this post, Preeti Shah, CPA, CFP discusses the importance of actually having a clue about what is going on every April 15th. I couldn't agree more!
There is a Tax Industrial Complex out there, and it is lying to you. Here are the 8 most common lies.
While being overconfident is obviously a bad thing, being underconfident can be an expensive mistake too. Get a grip on yourself and realize that you know a lot more than you think.
The new tax bills in Congress are being vilified as tax cuts for the rich but that's not necessarily true. Let's look at how these proposals would actually affect the high-income earner.
Whitney learns that she overpaid her taxes, that she is not actually self-employed, and how to file an amended tax return
Whitney had to pay taxes this year for the first time. So I figured she should do her own taxes. And that she should write a post about it. Don't worry, she was well-paid to do so.
Want a massive tax break? Retire early. Retirement income receives much better tax treatment than earned income.
I paid a lot of taxes for 2016. But the IRS, Turbotax, and a knowledge of the tax code at least helped minimize the amount of time I had to spend doing so.
Tax strategists do more than prepare returns. They help you to change your financial life in ways that lower your tax burden. Here's what happened when I met with one.
Schedule A is no big deal, unless you've never done it before. But understanding it goes a long way toward understanding our tax code.
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.