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Family Tree Estate Planning

January 1, 1970  |  By Family Tree Estate Planning  |  In Personal Finance

Capital Gains and the Kiddie Tax Under the New Tax Law

Those paying the kiddie tax are in for higher rates that kick in at lower levels — but capital gains are still favored.

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January 1, 1970  |  By Family Tree Estate Planning  |  In Personal Finance

The 3 Spending Stages of Your Retirement

Popular thinking is that you’ll spend less once you retire, but that’s not what I’ve seen in my own clients, at least in the first…

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January 1, 1970  |  By Family Tree Estate Planning  |  In Personal Finance

Money Lessons from Oscars and the Academy Awards

Permalink — https://www.kiplinger.com/slideshow/saving/T023-S002-money-lessons-from-oscars-and-the-academy-awards/index.html URL of source article. Date — January 1, 1970 12:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.

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January 1, 1970  |  By Family Tree Estate Planning  |  In Personal Finance

A Money Lesson for Newlyweds (and Other Lovers)

Roses on Valentine’s Day are a romantic classic, but what’s even better for a strong, happy marriage? Money harmony. And it all starts with an…

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January 1, 1970  |  By Family Tree Estate Planning  |  In Personal Finance

Volatile Stock Market's 10% Correction Stokes Investor Fears

But market corrections are surprisingly common and surprisingly short-lived. Bear markets are another story. Here’s what you need to know.

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January 1, 1970  |  By Family Tree Estate Planning  |  In Personal Finance

How Do You Really Know How You're Doing for Retirement?

It’s natural to try to compare the car you drive, the vacations you take and the home you live in to that of your neighbors,…

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January 1, 1970  |  By Family Tree Estate Planning  |  In Personal Finance

New Tax Law: 8 Smart Tax Strategies for Retirees

Permalink — https://www.kiplinger.com/slideshow/retirement/T055-S004-new-tax-law-8-smart-tax-strategies-for-retirees/index.html URL of source article. Date — January 1, 1970 12:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.

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January 1, 1970  |  By Family Tree Estate Planning  |  In Personal Finance

E-mails From the IRS — and Other Signs of a Tax Scam

Identity thieves are getting more sophisticated at tricking taxpayers into revealing their personal information. Here are some scams you may encounter this tax season and…

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January 1, 1970  |  By Family Tree Estate Planning  |  In Personal Finance

How to Build a Side Business While Keeping Your Day Job

It’s a delicate dance amping up a side hustle while staying true to your current employer.

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January 1, 1970  |  By Family Tree Estate Planning  |  In Personal Finance

Retirement Planning Mistakes You'll Regret Forever

Permalink — https://www.kiplinger.com/slideshow/retirement/T047-S001-retirement-planning-mistakes-you-ll-regret-forever/index.html URL of source article. Date — January 1, 1970 12:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.

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January 1, 1970  |  By Family Tree Estate Planning  |  In Personal Finance

New Tax Law 2018: Test Your Tax Smarts

Permalink — https://www.kiplinger.com/quiz/taxes/T055-S001-new-tax-law-2018-test-your-tax-smarts/index.html URL of source article. Date — January 1, 1970 12:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.

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January 1, 1970  |  By Family Tree Estate Planning  |  In Personal Finance

How Hidden Commissions Can Damage Non-traded REITs and DSTs

Depending on how you got into a passive real estate investment, such as a real estate investment trust or a Delaware Statutory Trust, you may…

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January 1, 1970  |  By Family Tree Estate Planning  |  In Personal Finance

The Myth of the Magic Retirement Number

There are plenty of formulas you could try to see if you’re on track, but before you start plugging in numbers, it’s helpful to look…

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January 1, 1970  |  By Family Tree Estate Planning  |  In Personal Finance

Look to Small-Cap Dividend Payers in Retirement

Smaller stocks paying dividends are generally more mature and profitable, a welcome find for retirees in search of new sources of investing income in retirement.

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