Latest
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Business Owners Need Tax Planning Strategies More Than Ever
A landmark tax case before the U.S. Supreme Court about unrealized gains underscores business owners’ need for tax mitigation planning.
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New Rules for Inherited IRAs Could Leave Heirs With a Hefty Tax Bill
Thanks to recent changes in the law on inherited IRAs, your tax bill from any inheritance could be larger than you expect.
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IRS 10-Year Rule for Inherited IRAs: Kiplinger Tax Letter
Kiplinger Tax Letter The IRS’ interpretation of the 10-year cleanout rule on inherited IRAs can be complicated.
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Financial Planning in Retirement: Seeing All the Angles
In addition to investments, your financial adviser should be talking to you about insurance, Medicare, Social Security, long-term care, estate planning and tax planning.
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Five Tax Planning Strategies to Use All Year to Lower Taxes
Proactive ways to lighten the tax load include deferring or accelerating income, tax-loss harvesting and bunching several expenses into one year.
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Was Your First RMD Due April 1?
What to know about an important required minimum distribution (RMD) deadline for some retirees.
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13 Tax Breaks for Homeowners and Home Buyers
Tax Breaks Owning (or buying) a home is expensive. But at least there are some tax deductions, credits, and exclusions that can help you recoup some of those costs.
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How to Find a Tax Preparer: What to Look for in a Tax Professional
You want to find a tax preparer who's qualified, reasonable and knowledgeable to file your taxes. How do you get a tax professional that's right for you?
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9 IRS Audit Red Flags for Retirees
retirement Seniors: certain actions can increase the chances of the IRS giving your tax return a closer look.
retirement
