Tax strategies

A recent study has found that the number of people who overestimate how savvy they are has grown.

The study, from a top NVDR executive and an IMF research economist, crunched zillions of numbers to determine the thresholds.

Biden's program will wipe out federal debt for millions of borrowers, freeing up cash to compound in long-term nest eggs over decades.

Tax cheats have found a way to sidestep a 12-year-old U.S. law designed to crack down on offshore tax evasion.

Most studies showing "tax alpha" through tax-loss harvesting assume investors are already rich, taxed in the highest brackets and flush with short-term capital gains.

Buyers and sellers are overhauling their firms by folding in accounting and newly-launched independent advisors.

Returning cash to shareholders stops companies from doing stupid things with their money. The new 1% levy could open the door to more buyback taxes, and more foolish spending by companies.

The strategy has been portrayed as both an essential investing tool and overhyped approach. The reality is somewhere in between.

Despite what the wealth management industry suggests, some investors benefit more from the popular strategy than others.

DAFs have been receiving more than half their contributions from complex assets such as shares of public and private companies, real estate and cryptocurrency in the past five years.