Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
Dividend investing maybe popular, but it doesn't always deliver as promised, according to Kiplinger. For one, dividend investments can come with hefty tax consequences. Even if a client holds on to these investments for over a year for better tax treatment, they will still be paying taxes annually, which hurts investment returns. -- Kiplinger
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How a couple wrote off cat food and other breaks that boosted refunds. Plus, how charity counts toward an IRA withdrawal.
February 14 -
There are ways around having to pay as much as a 50% penalty. Plus, inheriting Roth IRAs and designing more efficient retirement portfolios.
January 31 -
Moving investments into these accounts may optimize returns and boost savings. Plus, know your IRAs and the impact of Trump's proposals on income brackets.
January 25 -
Why it's a good time to invest even small amounts into 401(k) and Roth IRA accounts. Plus, avoiding the capital gains hit.
January 17
As the year comes to an end, here's what entrepreneurs should be keeping in mind to prepare for their tax payments in the final quarter of 2016, according to CNBC. Are there late fees and penalties to consider? This also may be a good time to start a retirement account, since they as they qualify for deductions on contributions they make as employer. -- CNBC
Taxes are one of life’s sure things, but clients can still make changes after the filing deadline. Here’s how.
While index funds and ETFs are popular for their low costs and tax efficiency, clients should take a close look at them before making the investment, according to Morningstar. From a tax perspective, some of these funds could actually turn out to be inefficient. -- Morningstar
