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4 minutes read
Having a tax-efficient investment portfolio is a plus for many taxpayers. What makes this a desirable strategy when it comes to paying Uncle Sam and how can you make your investment portfolio even more tax efficient? There are plenty of ways to make more efficient investments and be financially savvy whether you’re investing on your own, with the help of new apps, products and services or with advice from a professional.
1 minute read
Many taxpayers believe that their tax refunds are “found” money. But a tax refund is simply an over-collection of taxes by your employer. Watch this video to find out how to adjust your tax withholding to reduce the amount of money withheld so the IRS has less or no money to refund you in future tax seasons, and increase your weekly paychecks.