Tax Strategies

In the April 2026 article titled "Managing the Tax Impact of Capital Gains Stacking" I was reminded of a little known "Zone" that ...

I was pleasantly surprised this tax-filing season to discover how low our tax bill was for 2025. Now retired, the difference last ...

Considered is more appropriate. We contributed 6 years worth of giving in 2025. Our last bunched giving was 2017. In 2031 we ...

Donor-advised funds (DAFs) remain a powerful and flexible tool for charitable giving, especially in light of changes introduced ...

Hello attendees of AAII Income and Cash Flow SIG meetings: How to Maximize Your Social Security Benefit (Legally) ...