At this point, most investors can say it in their sleep: it?s imperative to use tax-deferred saving plans for the one-two punch of greater compound interest now, withdrawn at a lower tax bracket in your future retirement.
While we hate to usher in the New Year discussing such a dreaded topic as the AMT, we thought it would be helpful to bring you up-to-date on the latest (and actually good) news about the AMT.
I thought you might be able to use some solid tips to help you wade through the minefield of tax information to determine the optimum strategy for keeping the taxes on your investment gains to a minimum. In these pages, I will touch on a few tax situations that often drive investors into a frenzy at tax time.
It's the time of year when our thoughts turn to holiday festivities and, yes - tax planning!