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Tax Tips For Investors

Don’t ignore the impact of taxes on your investments. While taxes should not drive your investment strategy, understanding how taxes affect your earnings will help you minimize taxes and maximize your return. Learn some of the tax related tips for investors on our latest blog post!

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Tax-Free Roth IRA Withdrawal Options

While Roth IRAs are funded in after-tax dollars, making a mistake on withdrawing funds could still subject you to tax and penalties on withdrawal of earnings. Here are some tips that every Roth IRA account holder should know!

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Taxable or Not Taxable?

Here are nine areas of income that are often questioned by taxpayers regarding their taxability. Some items are taxable, others are not – here is what you need to know!

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The Kiddie Tax

Properly managed, the “kiddie tax” rules can be used to your advantage. But if not, this part of the tax code can create an unwelcome surprise at tax time! Learn more about this tax rule and how it applies to you on our latest blog!

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Understanding Tax Terms: Wash Sales

If selling a stock or mutual fund to book a loss for your tax return, the wash sale rules are worth knowing. For the unaware, this rule could cost you a loss deduction. Learn more about this rule on our latest “Tax Tip of the Week”!

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Tax Surprises for the Newly Retired

Rebalancing your portfolio when you get older makes sense. So does anticipating for these possible tax surprises during your retirement years. Learn more about these possible surprises and how to avoid them on our latest “Tax Tip of the Week”!

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Documents Needed for Estate Planning

Estate planning can be a difficult subject, but a solid estate plan ensures that all of your desires are conveyed to your loved ones after you’re gone. Here are a few basic documents you should consider including in your estate plan, detailed in our latest Baker Holtz blog post!