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Use this year-end checklist to help navigate complex financial issues

Westend61 | Westend61 | Getty Images The end of the year is one of the most important times for investors because there are so many decisions to make that impact…

3 year-end strategies for high-net-worth families to consider

Damon_moss | Istock | Getty Images This has been a year of opportunity for investors who took to heart the old Wall Street adage that “the time to buy is…

Why you need to know your taxable income before tax-loss harvesting

Terry Vine | Getty Images There are few bright spots for investors in a down market. But tax-loss harvesting, which allows you to offset profits with losses, may offer a…

These are common and costly Roth IRA conversion mistakes

Ridofranz | Istock | Getty Images Roth individual retirement account conversions may be alluring when the stock market dips. But it’s easy to make mistakes, financial experts say. The strategy,…

Lower your 2022 tax bill with the best year-end tax strategies

Tetra Images | Tetra images | Getty Images After several months of soaring inflation, stock market volatility and interest rate hikes, many investors are feeling weary about their finances.  But…