Tag: Financial planners
How to prepare for a 1099-K for online payments and reduce your taxes
Charday Penn | E+ | Getty ImagesIf you've accepted payments via apps such as Venmo or PayPal in 2022, you may receive Form 1099-K, which reports incom [...]
4 key year-end moves to ‘control your tax reporting destiny’
seksan Mongkhonkhamsao | Moment | Getty Images1. Boost your 401(k) contributionsIf you haven't maxed out your workplace 401(k), there may still be tim [...]
The biggest tax changes to know before filing your 2022 return
Tom Werner | DigitalVision | Getty ImagesCertain tax credits have been reduced One possible reason for a smaller tax refund is the child tax credit an [...]
Here’s why your tax refund may be smaller in 2023, the IRS says
If you're expecting a tax refund in 2023, it may be smaller than this year's payment, according to the IRS. Typically, you get a federal refund when y [...]
What to know before rebalancing your investment portfolio
After a volatile year for the stock and bond markets, it may be time to rebalance your portfolio by shifting assets back to match your original goals, [...]
Here’s why married couples might want to sign a postnuptial agreement
Vitapix | E+ | Getty ImagesWhile couples might sign a prenuptial agreement before they're married and a "post-nup" after, it's more than just the timi [...]
What the ‘millionaire tax’ in Massachusetts means for the wealthy
If you make more than $1 million a year in Massachusetts, you may soon be subject to a "millionaire tax" approved by voters this week through a ballot [...]
What an inverted yield curve means for the economy
Catherine Yeulet | Getty ImagesWhat the inverted yield curve meansGenerally, longer-term bonds pay more than bonds with shorter maturities. Since long [...]
TreasuryDirect crashes as investors try to beat key I bond deadline
Shapecharge | E+ | Getty ImagesInvestors crashed the Treasury Department website for Series I bonds on Friday as they clamored to lock in a record-hig [...]
How much income you can have for 0% capital gains taxes in 2023
If you're planning to sell investments or rebalance your taxable portfolio, you may be less likely to trigger a tax bill in 2023, experts say.This wee [...]
IRS bumps estate-tax exclusion to $12.92 million for 2023
Bernd Vogel | Getty ImagesUltra-wealthy Americans can soon protect more assets from federal estate taxes, the IRS announced this week. Starting in 202 [...]
Young, wealthy investors are turning to alternative investments
More advisors are using alternative investmentsAlternative investments typically fall into four categories: hedge funds, private equity, "real assets" [...]
Here’s how to pay 0% capital gains taxes with a six-figure income
Luminola | E+ | Getty ImagesIt's natural to fixate on portfolio losses, especially with the S&P 500 down more than 20% for the year.But you may st [...]
CNBC’s FA 100 recognizes advisors who help people make smart money moves
Marko Geber | DigitalVision | Getty ImagesIn times of uncertainty — turbulent markets, high inflation, geopolitical turmoil — we often write about wha [...]
Here’s how we determine the FA 100 ranking for 2022
Peopleimages | Istock | Getty ImagesCNBC enlisted data provider AccuPoint Solutions to assist with the ranking of registered investment advisors for t [...]