Personal Finance & Planning
Financial planning for life's milestones.
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CONTENT WITH Personal Finance & Planning
Financial planning for life's milestones.
Sharing the Wealth: How Lifetime Gift Tax Exemption Works
It may benefit your loved ones—and your own financial plan—to give more while you’re still living. Here’s what you need to know about the gift tax and estate tax exemptions.
Estate Planning for People With No Heirs
What to do with your estate when its inheritor isn’t obvious.
3 Ways to Invest in a Family Member’s Business
Helping a family member finance a new business is a generous gesture. Here’s how to decide whether the funds should be treated as a gift, a loan, or an investment.
Own a 529 for a Grandchild? Read the Fine Print
Know the rules for paying for college with a nonparent-owned 529 account if you’re considering funding a grandchild’s education.
Working From Home? Beware These Tax Issues
Working from home could present tax challenges for some workers—and business owners.
Changing Jobs: Should You Roll Over Your 401(k)?
Consider these five strategies for handling an old 401(k).
Financial Planning for the Self-Employed
How the self-employed can create a sound financial plan and save for retirement.
Beware of These AMT Triggers
For 2021, will you have to pay alternative minimum tax? Here’s what you should know about the AMT and the steps you can take to potentially avoid it.
Which Retirement Lifestyle Is Right for You?
What will your retirement look like? Will you travel? Go back to school? Or just work less and enjoy life more? Here are three scenarios to help you turn your vision into reality.
Waiting to Save for Retirement Could Cost You
When it comes to saving for retirement, the clock is ticking.
Pagination
Information on this site is for general informational purposes only and should not be considered individualized recommendations or personalized investment advice. The type of securities and investment strategies mentioned may not be suitable for everyone. Each investor needs to review a security transaction for his or her own particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market, economic and geo-political conditions.
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