Tax deferral is a strategy in which you delay paying taxes on income until a later date. This can be achieved through investment in certain tax-deferred accounts. Your investment earnings grow ...

Workers who participate in President Donald Trump’s payroll tax deferral will see a temporary increase in their take-home pay, but they’ll likely see smaller paychecks in early 2021. Sept. 1 marks the ...

A new rule is going into effect next year that will affect high earners who make “catch-up contributions” in their 401(k)s or other tax-deferred workplace retirement plans. The rule, which was created ...

Learn how the Cash Value Accumulation Test (CVAT) determines if a financial product is taxed as insurance or an investment with potential tax benefits.

When it comes to retirement, we all have our own goals and visions. For my grandparents, they preferred to stay in the home that they paid off for several reasons. Mainly, though, it was because this ...

As a seasoned attorney specializing in tax law and financial planning, I've helped numerous clients navigate the complexities of capital gains tax, particularly through the use of an IRS Code 453 ...

For decades, savvy investors, business owners and high-net-worth individuals have sought strategies to legally defer capital gains taxes on the sale of highly appreciated assets. One powerful tool ...