Many tax filers find tax-preparation software to be very useful, and most tax software is simple to use, cost-efficient (especially...
The end of the year is a time to reflect on the past and make positive changes moving forward. It’s...
Choosing to name your children as beneficiaries over your IRA is a nice gesture. But without proper planning, it can...
Picture this: You've just sold your investment property for a tidy profit. You're feeling pretty good about yourself, ready to...
Do you have money saved for retirement? If you’re like most Americans preparing for retirement, you will answer “yes.” However,...
There’s an amazing, tax-advantaged, wealth-building tool available for savvy savers that you may be neglecting to use right now. What...
When you’ve saved for the past 30 or 40 years, you get to the point where you may have enough...
Most of us have heard of annuities, but few understand how they work. Annuities can be a powerful addition to...
If you work with a financial adviser and a CPA, you’ve probably been caught in a gray area between them...
Some even have the SARS Notice of Non-Resident Tax Status Letter confirming they have ceased to be South African tax residents,...