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The agency will allow some Texas residents to file certain individual and business tax returns and make some tax payments as late as Jan. 31.
August 28 -
These two accounts are both funded with money that has already been taxed, but there are still important differences that clients need to know.
August 21 -
IRA investors should consider implementing a charitable lead annuity trust when converting some of their funds into Roth to mitigate the tax bite.
August 15 -
The withdrawals can be taken early in the year, late in the year or in installments throughout the year. Each approach has advantages to consider.
August 14 -
The withdrawals can be taken early in the year, late in the year or in installments throughout the year. Each approach has advantages to consider.
August 14 -
Surviving spouses will either receive their own Social Security benefit or the survivor's benefit, whichever is higher. But they also may get pushed to a higher tax bracket, which. in turn, could mean higher taxes on Social Security benefits.
August 8 -
Retirement investors can use their loss carryforward to write off the taxes triggered by a Roth IRA conversion.
July 18 -
Delayed retirement credits only accrue to age 70, but there still may be tax issues to consider.
April 20 -
Here’s how to decide whether your client should select the traditional or Roth IRA to put away for retirement and boost their savings.
March 27 -
Medicare costs count as a deductible medical expense, but only if they exceed 7.5% of adjusted gross income.
March 23