Owning real estate property overseas can be a great investment. U.S. cross-border tax planning and fully understanding U.S.

Learn how to create a personalized drawdown strategy that maximizes your retirement income while minimizing your tax burden.

Tax & Pensions Clinic: Our reader bought a flat for his daughter years ago and worries about his capital gains tax liability ...

Tax planning is a vital part of the financial journey throughout one’s career and during the post-retirement phase. As experts say, people don’t engage in financial planning with short-term ...

Taxes are a valid concern if you want to roll over $720,000 from your retirement fund into a Roth IRA. While you won’t pay ...

Decisions come at you fast when you have stock compensation. Year-start, before tax season begins, is a great time to make a ...

By performing Roth conversions, our clients can reduce the size of their traditional IRAs, enabling them to lower their future RMDs. This can be particularly beneficial for those who anticipate being ...

A cheat sheet for new brackets, deductions and credits you need to know for filing 2024 taxes and for this year’s tax ...

FP Alpha, an AI-powered advanced planning platform developed by financial planner Andrew Altfest, is now offering its tax planning software as a standalone product. The platform, which has offered ...

The IRS has released new inflation-adjusted figures that can impact your estate and gift planning. These numbers seem like a ...