Latest
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When RMDs Loom Large, QCDs Offer a Gratifying Tax Break
Send money directly to charity from your traditional IRA, and you won’t owe taxes on the amount you donate. It’s a win-win!
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3 Reasons Delaware Statutory Trusts Are Here to Stay
Changing demographics, effects of the pandemic and economics will likely ensure the longevity of 1031 exchanges and DSTs.
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College 529 Savings Plans: What You Need to Know
529 Plans Do you know how much you’re able to contribute or what the funds could be used to pay for? Check out the nitty-gritty details of this formidable college savings tool.
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401(k) Contribution Deadline Coming Soon
Year-end is the common deadline for making max 401(k) contributions that can increase your savings for retirement and help lower your tax bill.
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Tax Deadlines Extended for Hurricane Ian Victims in Florida
Certain tax filing and payment deadlines are extended for residents and businesses in Florida impacted by Hurricane Ian.
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5 Tax Deadlines for October 17
tax deadline Many taxpayers know that October 17 is the due date for filing an extended tax return, but there are other tax deadlines on this date.
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401(k) Contribution Limits Rising Next Year
401(k)s Workers saving for retirement have a reason to rejoice over the 401(k) contribution limits for 2022 and can expect even more next year.
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HSA Contribution Limits and Other Requirements for 2022 and 2023
health savings accounts If you're covering health care costs with an HSA, contribution limits and other requirements that are adjusted for inflation each year must be satisfied.
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Is Your Retirement Portfolio a Tax Bomb?
retirement planning A warning to high earners and super savers: That massive 401(k) or traditional IRA that you worked so hard to build may become a big problem in retirement, resulting in huge tax bills and Medicare surcharges. Here’s what you need to know, and what you can do about it.
retirement planning
