The Overlooked Tax Benefits of Non-Qualified Brokerage Accounts
Many investors focus solely on tax-advantaged retirement accounts like 401(k)s and IRAs when building their portfolios. However, non-qualified brokerage accounts can also provide significant tax benefits that are often overlooked. In this post, we’ll explore some of the key tax advantages of using a taxable brokerage account as part of your overall investment strategy.
Essential Tax Facts for Investors 2023
The 2023 tax brackets and rates are now official. See how the new thresholds could affect your investment returns and retirement savings strategies this year.
How Our Certified Financial Planner (CFP) Pros Help You Reduce Taxes in Retirement
Retirement planning can be a complex process. Minimizing your taxes in retirement isn’t easy. Our Certified Financial Planner Professionals can help you navigate the tax landscape and ensure you’re making the most of your retirement nest egg. Intelligent tax planning requires optimal sequencing of deposits and withdrawals from qualified accounts and knowing when to claim social security benefits. Be sure to download our free Key Financial Data 2022 Fact Sheet at the end of this post for quick reference on current tax brackets and other vital financial information.
Tax Fact Sheet 2022 with Key Financial Data
Download the Key Financial Data and Tax Fact Sheet for 2022. Our handy two-page factsheet (pdf) is a must-have reference and planning tool for all taxpayers.
Key Financial and Tax Data Factsheet 2021
Key Financial and Tax Data Factsheet 2021. Includes tax brackets, IRA limits and more.
Key Financial Data for 2019 Including Tax Cuts and Jobs Act of 2017 – Free Download
The Tax Cuts and Jobs Act of 2017 reduces tax rates on individuals and increases the standard deduction among other changes. Successful Portfolios is pleased to present our popular fact sheet, Key Financial Data for 2019. This handy and concise tax reference covers many items affecting your finances, including:
Twenty-Two Tax-Saving Tips and Tricks for Investors
A must-read financial planning checklist of twenty-two tax-saving tips and tricks for investors seeking tax alpha.
Three Nifty Calculators for Estimating your 2018 Income Taxes
In this post, I share three simple calculators I found and reviewed that you can use to estimate your 2018 income taxes. Plus I give you three bonus tax-saving tips to help you reduce your tax burden.
Trump Tax Reform Proposal
Here’s a look at the Trump Tax Reform Proposal sourced from the US Treasury website.
Cost Basis and Holding Period for Appreciated Stock Received as a Gift
Here’s how to report on your tax return the cost basis and holding period for appreciated stock you sold and that you had acquired as a gift:
