Taxes
IRA Hack: Rule 72(t) Might Help You Avoid the Early Withdrawal Penalty
Among the strengths of an Individual Retirement Account (IRA) are the incentives to save for retirement–but also the disincentives (penalties) that [...]
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8 Reasons To Put Your House In A Trust
Responsible homeownership has many layers. In addition to the freedom of paint colors and installed shelving, there is also a new stack of legal and maintenance [...]
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Another Round of Retirement Savings Reforms this Year?
A new round of retirement reform is moving through the House and Senate and, so far, President Biden could very well enact these sweeping changes this year. The [...]
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I.R.S Gives Every Taxpayer a Break in 2021
I.R.S Delays Tax Filing & Payment Deadlines The new deadline is May 17, 2021. Less than one month ahead of the traditional date, the I.R.S. has delayed the [...]
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Everything You Ever Wanted to Know About Form 1099
1099 Forms Explaining the many types of 1099 forms and their uses. What is a 1099 form? This is a record of payment from an individual or entity, showing a [...]
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Should I Exercise My Vested Stock Options This Year?
Exercising your stock options is a choice that every professional must eventually make. You signed an employment contract that includes stock options. Over time, [...]
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New Rules for Inherited IRA
The New Inherited IRA Rules New inherited IRA. rules took effect on January 1, 2020. The Setting Every Community Up for Retirement Enhancement (SECURE) Act became [...]
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A Primer on the Tax Relief Act of 2018: What You Need to Know
Leverage agile frameworks to provide a robust synopsis for high level overviews. Iterative approaches to corporate strategy foster collaborative thinking to [...]
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