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What Parents Need to Know About the Kiddie Tax
Every mom and dad should be aware that investment income in a child's name could trigger the "kiddie tax" and be taxed at the parents' higher rate. From age rules to income thresholds to tax law changes, we explain what parents need to know when filing for 2025 and planning for 2026 and beyond.
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The Best Way to Handle an Inheritance
After receiving an inheritance, you need to determine how to incorporate those assets into your finances. It doesn't matter whether the inheritance involves stocks, bonds, real estate, or other assets. This article explains some important points to consider during the process.
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Festive Gatherings Provide a Perfect Portrait of Family Finances
Family gatherings have been fodder for many a dramatic scene in movies and on TV. Hopefully yours lean more toward the fun than the frenetic. Next time you're celebrating, look around the room and think about the financial challenges and goals of everyone in attendance. As this article explains, doing so can be a helpful exercise in seeing the big picture of family finances.
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Avoid Common Mistakes When Saving for Retirement
Even the best laid retirement plans can be scuttled by mistakes. Major missteps, such as failing to save enough money, not starting early enough, investing in overly risky securities and neglecting to update your plan, can make reaching retirement goals nearly impossible. Here are six mistakes people commonly make.
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Disclaimer of Liability
Our firm provides the information in this e-newsletter for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. Tax articles in this e-newsletter are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.
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