“If you owe more than $1,000 at the end of the year and you don’t qualify for one of the [exceptions], you will be penalized,” said certified financial planner and certified public accountant DeDe Jones, […]
Leading automated financial advisers — often called”robo-advisers” — such as Wealthfront and Betterment tout daily tax-loss harvesting as a way to significantly increase your returns. But independent research suggests the technique has less effect than […]
4. Don’t forget what you did last year. Use your return from last year as a cheat sheet. This is especially helpful if you are on the margin between taking the standard deduction and itemizing, […]
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