Category: Taxation

Donating Art: Taxation Abstraction

The varied reasons to donate art range from a personal affinity for a museum, the desire to create a legacy, and the tax consideration that

May 24, 2022

Tax Deductions You Won’t Believe

While Americans are entitled to take every legitimate deduction to manage their taxes, the Internal Revenue Service (IRS) places limits on your creativity. Here are

May 23, 2022

How Well Do You Know Your 401(k)?

Understanding your investment options is essential when building a portfolio that matches your risk tolerance and time horizon. The old saying “knowledge is power” applies to

May 23, 2022

Changing Jobs or Retiring? Don’t Forget Your Retirement Savings!

Your retirement savings plan offers you several choices when you decide to change jobs or when you retire. This report explains some of the options

May 23, 2022

Charitable Giving Opportunities for Affluent Investors

Affluent investors who are charitably inclined may have specific philanthropic and estate planning goals in mind, but may not be familiar with the many vehicles

May 23, 2022

What Is a Stretch IRA?

A stretch IRA is a traditional IRA that passes from the account owner to a younger beneficiary at the time of the account owner’s death.

May 23, 2022

The ABLE Act: Helping Disabled Americans Save for the Future

Late last year President Obama signed into law legislation aimed at giving disabled Americans and their families the opportunity to save for education and other

May 23, 2022

How Do I Know If My IRA Contributions Are Tax Deductible?

Contributions to a traditional IRA are tax deductible if you don’t already participate in an employer-sponsored retirement plan. For 2015, the maximum you can contribute

May 23, 2022

It’s Tax Time: Tips for Getting Organized

Ask many Americans about their experience with tax time and they are likely to describe lots of paperwork, confusing rules, and late nights on their

May 23, 2022

Following Court Ruling, IRS Clarifies IRA Rollover Rule

In January of this year the U.S. Tax Court ruled that the “once a year” IRA rollover rule applies to all of an individual’s IRAs,

May 19, 2022

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Category: Taxation

Donating Art: Taxation Abstraction

Tax Deductions You Won’t Believe

How Well Do You Know Your 401(k)?

Changing Jobs or Retiring? Don’t Forget Your Retirement Savings!

Charitable Giving Opportunities for Affluent Investors

What Is a Stretch IRA?

The ABLE Act: Helping Disabled Americans Save for the Future

How Do I Know If My IRA Contributions Are Tax Deductible?

It’s Tax Time: Tips for Getting Organized

Following Court Ruling, IRS Clarifies IRA Rollover Rule

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