Cost basis is the original value or purchase price of an asset or investment for tax purposes. It is used when calculating capital gains or losses. Learn more.

The after-tax 401(k) allows your contributions to grow on a tax-deferred basis. When you withdraw money in retirement, you’ll be taxed only on the earnings, not the contributions. Expands the ...

The goal of tax optimization isn’t to avoid paying taxes, but to maximize your wealth on an after-tax basis. One key strategy to achieve this goal is tax deferral. Tax management has two main ...

Real estate and taxes can get complicated, but determining the tax basis of inherited real estate is simpler than you'd think. In most cases, it gives heirs a favorable result, as well. The Motley ...

Some solo 401(k)s have a Roth savings feature you can contribute to on an after-tax basis off the bat. And some solo 401(k)s allow you to do an in-plan conversion to a Roth if your money isn’t ...

We explore the after-tax benefits of all three methods of charitable giving. The storm and stress of 2020 has made charities more vital to the public than ever.