Author: Kurt Leeney
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401(k) & IRA Alert: Max contributions rise in 2024
The Internal Revenue Service (IRS) has announced significant increases to the contribution limits for 401(k) plans and individual retirement accounts (IRAs) in ... Read more.
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States Contemplate “Mansion Tax” to Fund Affordable Housing
As the affordable housing crisis continues to grip many parts of the country, state and local governments are exploring innovative solutions to generate funding... Read more.
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SECURE Act Update: Big Changes to Naming a Trust as Beneficiary of Your IRA
Leaving IRA assets to a trust, rather than to individual beneficiaries, can be a strategic move for those looking to exert more control over the distribution of... Read more.
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529 College Savings Plans: Better Than Ever in 2024
As college costs continue to rise, it’s more important than ever to have a solid plan in place to finance your child’s education. Fortunately, 529 c... Read more.
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RMD Relief for Beneficiary IRA Account Holders
The recent changes in the rules governing inherited retirement accounts have given heirs a significant advantage – more time to keep their money and plan ... Read more.
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One Third of Americans Feel Financially Insecure
It’s no secret that financial insecurity is a growing concern among Americans, with a significant number feeling the weight of economic pressures. The fin... Read more.
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Remote Workers Beware: Double Income Taxation Looms
Remote workers may face the unexpected burden of double income taxation based on their work location. This issue arises when employees work remotely from a stat... Read more.
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The Politics of Housing: The Polarization of Renting Versus Owning
The debate between renting and owning a home has long been a contentious issue in the realm of housing politics. The divide between those who advocate for renti... Read more.
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Why Are U.S. Workers Struggling to Change Jobs?
In 2022, the term “The Great Resignation” gained significant attention as a large number of employees made the bold decision to quit their jobs and ... Read more.
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Generational Financial Finding: Young Investors Tend to Ditch Parents’ Advisors
The financial landscape is evolving, and so are the goals and preferences of young investors. According to a recent report by Cerulli Associates, it is evident ... Read more.