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Tax Planning

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During different life stages, you should use different tax saving strategies to achieve the best after-tax results, most people are not doing that.  Don't be one of them.
  • 2015 Tax At a Glance
  • 5 Tax strategies every investors should know.
  • What are the tax-free growth products? Part I, Part II.
  • What happens to my 529 money if my child receives scholarship?
  • Should I invest in my home state 529 plan?
  • Health Saving Plan: Spend it or Invest it?
  • 6 common mistakes to avoid by years end.
  • Important payments to remember before April 15.
  • Is instant tax relief for real?
  • Should I use credit card to pay tax in order to avoid penalty?
  • Why most middle class families don't need a living trust?
  • Can my teenager daughter set up a Roth IRA account?
  • What are taxable, tax-deferred, and tax-free investments?
  • 12 year-end smart tax moves.
  • Top tax Q&A's for freelancers
  • Tax consequences of giving and receiving large sum of money
  • Why now is not the best time to do Roth IRA conversion?
  • Roth IRA Conversion evaluation calculator
  • 2 Smart tax moves for high net worth people
  • What tax forms to file if I own foreign stocks?
  • 5 simple strategies to reduce your tax
  • How far back can a tax return be amended?
  • How to track my tax refund status?
  • What is kiddie tax and how to avoid it?
  • What is NUA Strategy?
  • AMT changes for 2015
  • 3 simple steps to do backdoor Roth IRA conversion
  • HSA vs. FSA: which is better?
  • Should I choose pre-tax contribution or after-tax contribution to my retirement fund?
  • How many different categories of tax saving products are out there?
  • Should I invest in cash value insurance products that offer tax benefits versus investing in something without tax benefits at all? (hint - weigh cost against benefit, look at bottom line rather than just benefits or just costs)
  • I have a small business (a sole proprietorship), my child is 15 years old, I heard that I could hire him to do something and save tax, how to do that and how much could the tax saving be?
  • Dividend tax is an easy concept but very complicated in practice.  What are the key points I should pay attention to when it comes to dividend related taxation?
  • Does coverdell ESA have any tax benefits if my child attends an overseas college?
  • How to check tax refund status?

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